News

Best January return since 1987 brings market back to pre-December levels. All major global equity markets rebounded in January, charting a near perfect ‘V’ by climbing back from the sharp correction at the end of 2018. While the S&P 500 set a record by booking the best one-month start to the year in 32 years, it [...]

Please find the most recent market commentary from Credential. They highlight all major indicators that affected the market behavior in Canada, in the U.S., and internationally. To read the commentary please click HERE

The U.S. tax system imposes income tax on both its residents and its citizens, regardless of where they live in the world – even Canada. This means the thousands of U.S. persons living in Canada need to consider both Canadian and U.S. income tax issues in their overall planning. This [...]

Step back from the edge. Big corporate earnings and bull market gains have lured some investors to believe it will be different this time and to move toward, and beyond, the edge of their normal investing comfort zone. Others have been more sensitive to the recent market volatility, with 2008 flashbacks [...]

After an unprecedented year of calm in 2017, where investors made money in virtually every asset class, investors were brought back down to earth during 2018. Corporate earnings growth remained robust, but the ongoing monetary policy tightening cycle in the U.S. and increasing trade tensions (most notably between the U.S. and [...]

November’s month-end result of 1% returns for Canada’s broad equity and bond indices mask the significant volatility within the month. Slowing economic growth, difficult trade negotiations, falling oil prices and dropping bond yields were the primary drivers of market volatility. Equity markets sandwiched the start and end of November with relatively strong results. However, with [...]

There was a very useful article published on Advisor.ca site. In simple terms it clarifies the situation with the American taxes that Canadians must pay when selling American real estate. Canadians who own property in the U.S. are not required to file U.S. tax returns unless the property generates rental income [...]

There are some important tax numbers that we all need to know but tend to forget. Part of the reason is – they keep changing every year. To find the new and increased TFSA contribution limit, maximum pensionable earnings, childcare expense deduction limit and more, check the Essential Tax Numbers [...]

Attached is a very interesting article from one of our new international fund managers Mr. Morten Springborg. It was originally published in Danish in 2015 and now Mr. Morten has translated it into English. This article shows the unintended effects associated with ETF (or indexed) investing. The author is an [...]

It is hard to find a business related magazine or a web site that did't publish a few words about the newly reached USMCA deal. The governments of the U.S., Mexico, and Canada still have to vote to approve it but many people want to know the details an possible [...]