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The term Tax Free Savings account (TFSA) is a misnomer in that it implies that it must be a “Savings” account that is held within your TFSA. In reality, a TFSA is just a type of investment account where you can hold almost any kind of investment with the benefit being...
Don't try to predict the future. A little more than a decade ago: Greece was strong. Russia was bankrupt. Oil cost $13 a barrel. AOL dominated the Internet. Smart economists thought the government would pay off the national debt by 2009. Apple (Nasdaq: AAPL ) was a...
Seems like a pretty simple question, but many Canadians fail to address the need for Life Insurance until it is too late. Many life events trigger a need, such as buying a home, having children, wanting to leave a legacy, etc…. With Life Insurance, people generally...
Many of the world’s equity market indices are near, or have recently set all-time highs. These developments have been well-documented in the media, with most references containing cautionary tales of the declines that occurred each time markets had previously reached...
The reason is that it is something we CAN control and it matters – a lot! DALBAR is a quantitative research firm that uses data from the Investment Company Institute (ICI), Standard & Poor’s and Barclays Capital Index Products to compare mutual fund investor returns...
With the beginning of a new year, we thought it would be a good time to pass along an interesting chart to help us all understand The Big Picture as far as a history of investing and the economy goes. The link at the bottom of the page will bring you to an historic...
We’d love to be able to “do it all” for our clients and give them everything they hope for. It would be great if we could predict what economies and markets will do, move in and out of investments with perfect timing, foresee which industries and companies will fare...
The Wall Street Journal had a great article a few weeks ago regarding a training simulation for pension plan trustees. A number of teams competed with one another and at the end of the simulation their results were analyzed to see how they performed. The analysts...
The introduction of the Tax Free Savings Account (TFSA) by the Canadian Government will become the most important savings vehicle for clients since RRSP's. The initiative will allow Canadians to save money and watch their savings grow TAX FREE. How does the TFSA work:...
Ever heard the saying, “BUY LOW, SELL HIGH”? Now’s the time to consider it!! As I write this, the world’s largest economy is on life support and has been requiring emergency medical intervention to keep it alive after suffering multiple traumas in a nasty financial...
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The new Tax-Free Savings Account (TFSA) contribution limit for 2024 was released last month, and it is $7,000, bringing the TFSA dollar limit from $88,000 to $95,000 (assuming you were 18 in 2009). ...
As financial planners who put our clients first, we’re happy to see the industry begin to dig deeper into unsuitable sales of various life insurance products. The Financial Services Regulatory...