S&P 500 Bull or Bear?

The market in 2020 has most commonly been compared to the markets of 1929 and 2009....

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Investing|Act IV

“Given the rotation we’ve seen into “re-open” areas of the market since July 20th, we can now confidently say that we’re in the midst of “Act IV” of the current bull market."....

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Largest 100 Day Rally- Ever! Aug 14th 2020

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The S&P5 vs S&P495

We wanted to share the chart below to provide some perspective on how different businesses in the stock market are doing during Covid-19....

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"Reasons to Sell"

We wanted to share with you the chart below to give a high level perspective of major world events over the past decade and how each of them affected the overall market and our investments....

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Make 2020 Less Taxing!

Tradition has it that at the turn of the year, we make resolutions for self improvement. If you are looking for ideas, what better place to begin than with your financial well-being....

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Retiring soon? There are some big financial changes coming — here’s what you need to know

According to a Statistics Canada study, more than two million Canadians will turn age 65 between now and 2030....

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2020 TFSA limit announced

The TFSA new contribution limit for 2020 is $6,000, matching the amount set for 2019, the Canadian government has announced. With this TFSA dollar limit announcement, the total contribution room available in 2020 for someone who has never contribute...

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Do you have a charitable giving strategy?

You are passionate about charitable giving and creating positive change in the world. Charitable Impact allows you and your family to transform your philanthropic decisions through a dedicated, simple and flexible donor-centered service....

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Retiring? Build A Genuine Passion First!

Your retirement plans should involve more than ensuring you have enough annual income to meet basic needs......

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Investor Insights

Access our investor insights library for informative and educational content supporting the following categories:
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