This month, we interviewed Matthew Strauss, the portfolio manager of our emerging markets mandate. Mr. Strauss has over 25 years of investment experience and is
Anyone who owns a vacation property will eventually face a tax bill when the property is sold or transferred, assuming its value has increased. You or your
Whether markets are trending up or down, investors can benefit psychologically and financially by focusing on their time horizon.
Say it’s a period when the
A great many of the situations that arise among family members involve not only personal issues but also a financial element. Managing a situation may go more
Life sometimes has its uncertainties. Major economic events, such as a deep recession, or personal challenges, such as job loss or divorce, can shake our
It’s an age-old question. If you have surplus cash flow or receive a lump sum, such as a tax refund or annual bonus, are you better off making extra mortgage
The term “elder abuse,” so commonly used today, evokes images of caregivers physically mistreating the elderly. However, there is much more to elder abuse than
Since the pandemic and leading into the inauguration of Donald Trump as the 47th President of the United States, the U.S. economy has been extremely resilient
People who want to make a lasting impact in the charitable space, have a defined philanthropic vision and prefer to have greater control than a donor-advised
What Happened?
The April 2 U.S. tariffs announcement was a “known unknown.” While it was expected that President Trump would reveal his plan, the specifics were
The Old Age Security (OAS) program provides a guaranteed stream of income to Canadians in retirement – but those with taxable income above a threshold (in 2025
1. How is Trump’s presidency changing the trades and orders of the world?
We expect Donald Trump in power to be, on balance, positive for U.S. markets. Trump