Maximizing Retirement Savings with a Corporate Insured Retirement Strategy

For business owners seeking a strategic, tax-efficient method to secure their retirement while safeguarding their business interests, the Corporate Insured Retirement Strategy (CIRS) offers a compelling solution....

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June Federal Reserve Meeting

At the June meeting, the FOMC announced that they would continue to hold the Fed Funds rate at 5.25%-5.5% for the seventh straight meeting...

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May US CPI

May’s CPI delivered a rare downside surprise that the Federal Reserve has been waiting for in Q4, as both headline and core measures came in lower than expected....

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June Bank of Canada Meeting

A Small Step Towards Easing, a Big Leap in G7 Central Bank Monetary Policy...

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May 2024 Market Newsletter

Since the last newsletter, we have seen a recovery in stocks, which are now holding near record highs in North America, while expectations of the Federal Reserve easing monetary policy are reducing and yields are trending higher....

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May 2024 Canada and US CPI

In the month of April, inflation reports on both sides of the border showed a moderation from the increases in recent months....

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May FOMC Meeting

As expected, the FOMC has kept the Fed Funds rate at a 23-year high for the sixth straight meeting and announced a slowdown in the pace of balance sheet runoff beginning in June....

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2024 Federal Budget

The 2024 budget continues the trend of tax-and-spend policies with a major reform to capital gains taxes, spending programs on housing, health, infrastructure, Indigenous priorities, and defense, and no clear path to a balanced budget in sight....

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US CPI March 2024 and Bank of Canada April Meeting

A stubborn CPI report continues to erode rate cut expectations by the Fed for 2024 while the Bank of Canada holds rates steady for a sixth consecutive meeting while laying the groundwork for a rate cut in June or July....

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Growing Divergences

There is growing divergences between the Canadian and US economies with the US economy being surprisingly resilient versus a struggling Canadian economy....

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