2023 Year-End Tax Planning Tips

Since many tax strategies require foresight to be effective, tax planning should be a year-round activity. However, as year-end approaches there are still opportunities to consider to reduce your 2023 tax bill. The following information relates to ye...

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Equity and Fixed Income Strategy - November 2023

Violence, political upheaval, and interest rate increases. Sadly, those factors have come to define much of 2023. Not surprisingly, investors are in a sour mood and much of the market has been under pressure....

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Global Markets Commentary October 2023: Video

October marked the third consecutive month of equity market declines, and certainly the month was marred by horrific developments in Israel and Gaza. Those are adding to the ongoing tragedy in the Ukraine. But it was really too hot economic growth in...

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Global Markets Commentary: The Trouble with Five

October marked a third consecutive month of equity market declines. The month began with horrific developments in Israel and Gaza, which added to the ongoing tragedy in Ukraine and other fraught geopolitical situations....

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Proposed Changes to the Amt Could Complicate Charitable Giving

Newly proposed changes to the Alternative Minimum Tax (AMT) may entice Canadians who are able to make outsized donations to be a little more charitable this year. But come 2024, charities fear the tax changes could dampen those gifts at a challenging...

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Brian Belski, BMO Capital Markets’ Chief Investment Strategist, spoke to CNBC about why investors should focus on fundamentals and avoid acting out of fear despite market uncertainty. “We don’t know exactly what’s going to happ...

Brian Belski, BMO Capital Markets’ Chief Investment Strategist, spoke to CNBC about why investors should focus on fundamentals and avoid acting out of fear despite market uncertainty. “We don’t know exactly what’s going to happen with respect to the tariffs. You have too much guessing, too much uncertainty, too many models, too many people trying to make the big call on the market.” Full discussion here: http://spr.ly/6049Fwd0D

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