Kingsmill Investment Miscellanea

This is my personal, weekly investment commentary, where I provide in a few paragraphs, market commentary, insight and actionable ideas, which is sent out to all my clients.

 

Kingsmill's Investment Miscellanea - Friday April 19th, 2024

 April 19, 2024 |Joshua Kingsmill
As we finish the tax season, many of our “snow-bird” clients are also heading home, or contemplating doing so soon. A discussion that has come up more than a few times, is “what's going to happen to the Canadian/US dollar rate?" As per the chart below...
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Kingsmill's Investment Miscellanea - Friday April 5th, 2024

 April 05, 2024 |Joshua Kingsmill
I love this photo below. It captures children at school watching a total eclipse, over a hundred years ago. Don’t get me started though… My kids have the day off school on Monday. I’m not sure what that says about today’s society, but most school boards...
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Kingsmill's Investment Miscellanea - Friday March 1st, 2024

 March 01, 2024 |Joshua Kingsmill
Well, we made it through RRSP season (we promise we won’t hold it against the “few” of you who waited until to last minute!). In the next weeks we will also look at TFSA contributions, as we have seen this is perhaps something that hasn’t been used to...
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Kingsmill's Investment Miscellanea - Friday February 23rd, 2024

 February 23, 2024 |Joshua Kingsmill
As we work through RRSP season, I found it interesting to read that in the US (and same for Canada), we are entering the “peak 65 zone” This is the largest surge in American history of retirement age citizens turning 65. Over 4.1 million Americans will...
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Kingsmill's Investment Miscellanea - Friday January 19th, 2024

 January 19, 2024 |Joshua Kingsmill
Dear Client, Happy new year. First post of 2024. We have been reaching out to clients about their TFSA contributions and top-ups, as well as your RIF and LIF payments, and schedules. So if we haven’t heard from you, we will be at it again over the next...
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Kingsmill's Investment Miscellanea - Friday December 8th, 2023

 December 08, 2023 |Joshua Kingsmill
Many of my clients (and many Canadian Investors for that matter) have reached out, as they have started receiving letters from Fund Companies, as well as their auditors at Ernst & Young. While we all might be familiar with the headlines that talk about...
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Kingsmill's Investment Miscellanea - Friday November 17th, 2023

 November 17, 2023 |Joshua Kingsmill
One of the aspects of investing that we always grapple with, is the “timing of investments”. Part of our job is to make sure that the objectives of the clients align with the outcomes historically available in the market. For instance, if a client has...
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Kingsmill's Investment Miscellanea - Friday November 10th, 2023

 November 10, 2023 |Joshua Kingsmill
A little bit of a “contrarian”, but perhaps a helpful take on the housing market in Canada. We have been doing a lot of re-financings, clients selling or contemplating selling recreational properties, as well as “income properties”. Of course, each person’s...
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Kingsmill's Investment Miscellanea - Friday October 27th, 2023

 October 27, 2023 |Joshua Kingsmill
With global interest rates reaching levels not seen in over a decade, I’m often asked whether the era of zero and negative interest rates has ended. I’ve attached an excellent piece on this, but wanted to highlight a few points. In short, it's important...
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Kingsmill's Investment Miscellanea - Friday October 13th, 2023

 October 13, 2023 |Joshua Kingsmill
One of the “secret weapons” for why the consumer has held up so well, and continues to spend in North America, is an important and little-appreciated fact: Consumers are getting older (and wealthier). Almost 18% of the US population is now 65 years or...
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This is my personal, weekly investment commentary, where I provide in a few paragraphs, market commentary, insight and actionable ideas, which is sent out to all my clients.

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