Monthly Newsletter

Featured monthly newsletter with content from subject matter experts.

Make better investment choices by understanding and reducing bias.

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Appointing an Executor

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Do you have a succession plan for your business?

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Love and Marriage and… Contracts

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Who will take care of my pets when I die?

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War of the Surviving Spouses – Who Gets the Pension?

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Tax Planning Using Private Companies

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Weekly Strategy Perspectives: The Fed’s Duel(ing) Mandate

The Through Line: The Fed’s next interest rate decision has been hotly debated among finance types for weeks. Unlike other central banks whose only objective is controlling inflation, the U.S. Federal Reserve......

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Beyond the Portfolio Podcast: Private Markets Outlook for 2026

Momentum is building on several fronts as private markets head toward the New Year....

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Weekly Strategy Perspectives: Anx-AI-ety

The Through Line: AI’s leap into public consciousness is barely three years old, yet it can be hard to recall a time when its progress or impact didn’t enter the conversation......

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Weekly Strategy Perspectives: Through the Looking Glass

The Through Line: Market volatility reasserted itself in a big way recently amid a long list of noisy headlines......

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Weekly Strategy Perspectives: Q3 Earnings Learnings

The Through Line: A dearth of official data (thanks to the longest U.S. government shutdown on record) needn’t prevent investors from gathering the information necessary......

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Beyond the Portfolio Podcast: Fixed income and credit outlook for 2026

Host Mike Miranda sits down with Richard Belley and Dan Phillips to examine the fixed income and credit landscape heading into 2026....

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Weekly Strategy Perspectives: Debt Dilemma

Debt of all flavors has ballooned over the past several decades thanks to low interest rates, willing lenders and increasingly sophisticated ways to borrow. This week’s piece focuses on sovereign (a.k.a. government) debt, the allure......

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Weekly Strategy Perspectives: Consumer Conundrum

Consumption is the sole end and purpose of all production; and the interest of the producer ought to be attended to only so far as it may be necessary for promoting that of the consumer......

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AI is making it harder to detect cybercrime

The explosive growth of artificial intelligence is not only fueling stock markets, but also turbocharging cybercrime, which had already been surging higher....

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Beyond the Portfolio Podcast: U.S.-Canada Trade Relations

Host Mike Miranda, Head of Investments for BMO Private Wealth North America, sits down with Aaron Goertzen, Senior Economist at BMO, to examine the escalating challenges facing the U.S.-Canada trading relationship amid rising tariffs....

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