Financial News

If you own a vacation property, this provides information on the tax consequences of selling a second home and highlights important estate planning considerations, if your plan is to keep your vacation property in the family for the next generation.

Rates Scenario, covering currencies and markets outside of the U.S. and Canada.

The attached article, Evaluating Portfolio Performance, discusses the different benchmarks and indices that you can use, but also discusses the concept of goals-based investing.