There are no events to show

There are no events to show

happy family sitting together

Podcast: Family tax planning with a prescribed rate loan strategy

June 30, 2020 |Prashant Patel & Michael Tarantino

“Depending on circumstances, it may be timely to consider a prescribed rate loan strategy to help effectively lower your family’s overall tax bill.”

Read more

How Europe is rising to the COVID-19 economic challenges

June 26, 2020 |Frédérique Carrier

We are upgrading our stance on European equities to Market Weight from Underweight as several key developments appear to be afoot on the continent.

Read more

What’s driving volatility in the U.S. equity market?

June 19, 2020 |Frédérique Carrier

We examine recent volatility impacting equity markets, and look to manage investment risk against this backdrop.

Read more

Podcast: Planning for an estate freeze or re-freeze

June 15, 2020 |Tony Maiorino and Abby Kassar

If you’re the owner of an incorporated business, an estate freeze is a planning tool that may improve tax efficiency and help to simplify your estate planning.

Read more

Where to find opportunities in a zero interest rate world

June 12, 2020 |Thomas Garretson, CFA

With the Fed’s punch bowl here to stay, and another multiyear period of low rates ahead, we look at how to position fixed income portfolios.

Read more

Why are U.S. equities rallying while Main Street struggles?

June 05, 2020 |Kelly Bogdanova

Equity markets are dominated by big corporations, so it’s not surprising that major indexes may not show the challenges facing mom-and-pop companies.

Read more
Talking tax savings: Have you considered a prescribed rate loan strategy?

Talking tax savings: Have you considered a prescribed rate loan strategy?

June 04, 2020 |Wealth Management Services

Exploring the topic of prescribed rate loan planning and why it may be a timely approach for some families.

Read more
senior-couple-going-through-paperwork-on-sofa-at-home-in-page

Talking to your parents about their estate plan

June 03, 2020 |Leanne Kaufman

Start the conversation about estate planning to give you and your parents peace of mind, knowing there are documents in place to ensure their wishes are met.

Read more