Virus Containment, More Government Aid & Financial System Stability - A Week in Review

 October 30, 2020 |Rane Brennan
This past week is one we would like to forget. Volatility jumped meaningfully higher and stocks sold off in the worst week for global equity markets since the end of March, when the pandemic was in its infancy. The second wave of Covid continues to spread...
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Donating shares: It’s kind to give in-kind

 October 22, 2020 |Rane Brennan
While it’s kind to give to charity, it can be even kinder to give shares in-kind. By donating stocks in-kind, it may allow you to reduce your tax bill, providing you with more funds to give. And donating in-kind can be an effective tax strategy when rebalancing...
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The TFSA and the RRSP - A Dynamic Duo

 October 14, 2020 |Rane Brennan
In the media, Registered Retirement Savings Plans (RRSPs) and Tax-Free Savings Accounts (TFSAs) can be presented as an either/or choice, leading investors to favour one over the other. However, both account types offer distinct benefits that can help...
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Conscious Spending - An Antidote to Budgeting

 October 02, 2020 |Rane Brennan
Budgeting seems to be a popular topic in the personal finance world. The idea of budgeting is well-intentioned enough but in my experience with clients, it rarely works in practice. Here’s why: Language is powerful. The term budgeting elicits feelings...
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Disclosures

This email list offers general information only and is not intended as legal, financial or other professional advice. While any information presented is believed to be factual and current, its accuracy is not guaranteed and it should not be regarded as a complete analysis of the subject(s) discussed. There is no direct financial or investment advice included in these columns, as financial advice must be given within the context of your personal financial situation and while considering your unique goals and objectives. To discuss your specific situation, please contact me at rane.brennan@rbc.com.