Publications
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Starting over single
Begin your next chapter with confidence. Starting over can be difficult. You’ve spent most of your adult life building relationships, a career, a place to call home and maybe a family. If you are widowed or divorced and suddenly find yourself starting over again, it can be intimidating looking at your uncertain future. You’re probably wondering ‘what’s next in life and how do I even get started?’
Role reversal: Caring for aging parents
Caring for an ailing family member or friend is a reality for almost 5 million Canadians between the ages of 45 and 64, with almost 50% of that group caring for an aging parent.
Tax Planning Strategies
The CRA’s Foreign Reporting Requirements
Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio. However, it is important to understand Canadian and other foreign tax implications of owning investments outside of Canada.
Tax Tips For Investors
Knowing how tax rules affect your investments is essential to maximizing your after-tax return. In addition, keeping up to date on changes to the tax rules ensures that you take advantage of all the tax savings available to Canadian-resident individuals. This article provides an overview of select strategies to assist you in reducing your tax bill.
Managing Your Wealth
BMO Wealth Institute Report
Make better investment choices by understanding and reducing bias. BMO Wealth Management provides insights and strategies around wealth planning and financial decisions to better prepare you for a confident financial future.
Wealth Planning Facts & Figures
This is a helpful resource summarizing important tax, retirement and estate planning information.
Research
Rates Scenario
Fixed Income and Foreign Exchange Strategy. Outlines the firm’s short and medium-term interest rate and foreign exchange rate forecasts.
Economic and Market Updates
Equity and Fixed Income Strategy
Strategic commentary on equity and fixed income as well as an overview of fixed income markets.
Global Equity Weekly
A look at what happened in the equity markets over the past week and an update on the earnings reports.
The Goods
A Monthly Commodity Watch-Tracks BMO Capital Market's Commodity Price Index and provides commentary and forecasts.
Portfolio Strategy
Strategic commentary and an overview of financial markets.
Focus
Focus is a weekly financial digest.
Education and Knowledge
Networth Newsletter
A quarterly publication written by BMO Subject Matter Experts on a variety of timely and relevant wealth management topics.
Periodic Table of Asset Class Returns
As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk. Click to read more.
Periodic Table of Asset Class Returns (2005 - 2014 only)
Canadian investors, along with most investors around the world, tend to have a “home bias,” meaning they invest a large portion of their assets in domestic markets. By only considering sector diversification in Canada an investor could be potentially holding a riskier portfolio than if diversified globally. As the Periodic Table of Returns demonstrates, your portfolio should be well diversified amongst global asset classes to enhance return and reduce risk.
