The Through Line: For decades, the depth, breadth and quality of U.S. economic statistics have been applauded around the world. Data integrity is paramount because these numbers form the basis for a wide variety of undertakings – from compensation de...
For many families, few investments feel as meaningful as investing in their child’s education. While that may mean aiming for an Ivy League degree, the race for academic advantage often starts much earlier, with private or boarding school enrolment....
The Through Line: After a long dry spell, a hopeful set of not-so-random events seems to be hinting at renewal in the initial public offering (IPO) and merger and acquisition (M&A) spaces. Head fake – or lasting trend? We parse the signs....
Global equities performed well over the course of July. The strength can be attributed to a number of factors, but a key driver has been an economic, trade, and monetary policy backdrop that’s had more positive than negative developments of late. For...
Money is emotional. Within families, differing values, financial literacy levels, and expectations around inheritance can create tension and avoidance. As a result, family conversations about money and wealth transfer often remain superficial......
The Through Line: The U.S. dollar has underperformed many of its currency peers this year – most visibly during times of interim market stress. This unusual occurrence has led some to question the greenback’s traditional role as a safe-haven port......
Making an investment account joint with your child in Canada might seem like a simple way to pass on your assets, but there are several downsides to be aware of — especially around ownership, taxes, and legal assumptions....
Planning for retirement can be complex, but understanding Canada's two main government pension programs—Canada Pension Plan (CPP) and Old Age Security (OAS)—is a great first step....
Planning for retirement is one of the most important financial steps you'll take. Yet, many people make costly mistakes that can jeopardize their long-term financial security. Here's what you can do to avoid these common mistakes....
The Through Line: Ironically, it seems the more fraught the short-term headlines become, the higher markets want to tiptoe. For the average investor, the sheer quantity of shifting variables can understandably prompt “freeze or flight” reactions......