In last December’s 2024 Market Outlook Plenty of Progress, Solid Foundations Laid, we discussed a continuing return to normal, an environment where investors are rewarded across the risk spectrum....

When someone mentions the term “blended families,” an image of The Brady Bunch may flash through the average person’s head. However, the reality is never that straightforward, and neither is building an estate plan for a blended family....

Knowing how the tax rules affect your investments is essential to maximizing your after-tax returns....

The 2024 U.S. presidential election was a close race – until it wasn’t. Donald Trump leaned on a variety of themes that resonated with voters, particularly around the economy, and is now projected to secure a second term in the White House....

It was a sweep. While Kamala Harris had been gaining in some polls in the last week, the U.S. chose to give Donald Trump a second term....

When most high-net-worth Canadians create a financial plan, they might expect to come out of it with a smarter budget and a tune-up of their portfolio, not discover a potential gap that could have cost them tens of thousands without the right advice....

Investors have had a lot to digest in 2024. Inflation has come down, interest rates have eased and markets have responded positively, yet climate disasters, geopolitical tensions and a U.S. election continue to be on everyone’s minds – and the year i...

We’ve made no major changes to our Federal Reserve and Bank of Canada calls since our last Rates Scenario (September 12), despite the Fed’s surprise 50-bp rate cut last month....

Behind the steadfast investment advice delivered to you by your BMO Nesbitt Burns Investment Advisor is the award-winning research team at BMO Capital Markets....

Since Canada represents only a small portion of the world’s capitalization, it may make sense to include some foreign investments in your portfolio....