Annuity Update – September 2020 2020 has been quite a roller coaster for investors so far, to say the least. COVID-19 was the primary reason for the market’s decline in March 2020 and thankfully the outlook is slowly improving. While younger investors may take advantage of low prices for securities due to a longer term […]
Comparing Your Statement Return to a Benchmark Index If you watch a financial news channel, you might hear the return of common indices like the Dow, S&P 500 or TSX60. These indices are meant to give you a snapshot of how the general stock market is performing over the day, month or longer timeframe. It’s […]
Warren Buffett versus the Retail Investor Warren Buffett is touted as one of the world’s greatest investors. Obviously he has a much larger portfolio value than any of us, but how is his portfolio structured as compared to a Canadian Retail Investor? Is his risk tolerance likely higher than a Canadian retail investor? The Canadian […]
COVID19 Updates for April 2020 Ontario releases New Modelling data on COVID-19, says “cases appear to have peaked” Ontario health officials say the wave of new community spread cases of COVID-19 in the province appears to have peaked, but the spread in long-term care homes and other congregate settings seems to be growing. Read more… […]
Realized Versus Unrealized Capital Gains in Non-Registered Accounts Realized Versus Unrealized Capital Gains in Non-Registered Accounts Around tax time, I am often asked why there is a capital gain (or loss) on an account when the investor did not make a withdrawal during the calendar year. This article will hopefully better educate you on why […]