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Investment-Fees-Whats-Deductible
03 Dec

In light of recent global market volatility and its impact on clients’ portfolios, advisors are naturally investigating avenues to help investors mitigate losses while positioning their portfolios to benefit when the markets recover. One such avenue involves seeking out opportunities to help clients reduce the amount of tax…

Tax Free-Savings-Account-(TFSA)-Q&A
03 Dec

Tax Free Savings Account (TFSA) came into affect in January 2009. There are tax benefits to using the TFSA as a short-term savings plan; however, these benefits can be much greater if the TFSA is used as a long-term investment plan. Why? It’s all about the power of…

Why the smart money remains fully invested
03 Dec

Some investors feel they have enough information to time the market, waiting for the perfect moments to enter and exit. If this sounds like you, there’s something you should know. While you’re sitting on the sidelines, some of the market’s best single-day performance could slip right by you.…

Five-Strategies-for-Dealing-with-Difficult-Markets
03 Dec

When markets are volatile, it’s natural to be worried about the impact on your portfolio. And when you’re worried, you want to take action. However, it’s important to recognize that sometimes the best course of action may be to do nothing. If you have a sound investment plan,…