After April’s disappointing performance in capital markets, the bulls bounced back in May with solid gains for stocks and bonds. A balanced investor with 60% diversified global equity and 40% Canadian bonds enjoyed a monthly gain of 2.5% – enough to...
Managing wealth is never easy. Market fluctuations bring unpredictable dips and rises. Global events wreak havoc on strategic plans. Shareholders want to move assets in different directions....
The surprise over the Federal government’s decision to increase the capital gains inclusion rate in the 2024 budget has mostly subsided, but now investors, entrepreneurs and their advisors must determine how that change might impact their portfolios....
Does being good at math mean you can direct your finances? Rebecca Clark, Director of Wealth Planning for BMO Private Wealth, isn’t so sure having a way with numbers is enough on its own....
Defensive stocks serve an important purpose in portfolios, providing ballast in more volatile periods. We are referring to companies that are less exposed to economic fluctuations (particularly of the downward kind) and, therefore, have more visible...
April brought shaking to the equity markets and rattling to the bond market, with tandem declines for both asset classes. However, we saw continued rolling recoveries in housing, manufacturing and non-U.S. global economic growth, all of which support...
After decades of discussion, it finally happened: the Federal government raised capital gains taxes. However, the increase, which bumps the capital gains inclusion rate to 66.7% from 50%, only applies to individuals who realize more than $250,000 in...
As expected, Budget 2024 highlighted the government’s objective to increase the housing supply (3.87 million new homes by 2031) and to support renters and lower the costs of home ownership, through key measures such as an enhanced Canadian Mortgage C...
Lest you think you missed some major local news, the rate cuts to which we refer are not from the Bank of Canada (“BoC”) or the U.S. Federal Reserve (“Fed”). At least not quite yet....
Equity markets saw substantial gains in the first quarter of 2024 – many were up more than 5% on the year. The list of markets posting fresh all-time highs is long. Fixed income endured a mildly negative Q1, giving back some of Q4 2023’s outsized gai...