Publications

In the final months of the year, why not derive inspiration from one of the greatest investors of our time? For sage advice from Warren Buffett relating to your financial housekeeping, see our newsletter, Year-End Housekeeping, Buffett Style.

Over the summer, the S&P 500 made headlines for going 377 days without a selloff greater than 2 percent. It was the longest stretch since the financial crisis, and a reminder that the markets had been unusually calm. During this time, the CBOE Volatility Index (or VIX) fell to its lowest level since November 2020. Yet, the pendulum can quickly swing and our Autumn newsletter, “The Volatility Quotient,” is a reminder that volatility is a normal part of the equity markets.

Many of us spend our lifetimes working hard to build wealth, but how do we preserve this wealth if we wish to create a legacy? For perspectives, please see attached for our September newsletter.

Summer is the season for home sales. With real estate prices rising substantially over the past decade, it may be tempting to see your home's value as a potential source of retirement income. When supporting clients in planning for retirement, it's generally not recommended to consider a home's value as a primary part of that plan. Here are some reasons why in Now More Than Ever: A Home Isn't a Retirement Plan.

Lessons of the Past : Higher for Longer

While we can learn much about successful investing by studying the best investors, it can also help to learn from our mistakes. Here are six of the most common investing mistakes, as identified by the CFA Institute.

The 2024 Federal Budget Review was prepared by our in-house BMO Private Wealth tax professionals: John Waters, Vice-President, Director of Tax Consulting Services and Dante Rossi, Director, Tax Planning.

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.

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.

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.