Category: Investment

We’ve just witnessed the stock market’s echo, echo, echo!

Reblogged from brintab.com The echo has arrived. Over the course of the spring and summer I have often talked about how most major stock market pullbacks are followed by a rise up and then a second pullback. That second pullback

Posted in Asset Allocation, Financial Planning, Investment, Risk Management, Uncategorized

Rainmaker or Storm-maker? Is this roller coaster coming from Trump?

Reblogged from First Sovereign Investment Management Recently we in the investment world have been coping with the uncertainty related to the combative trade negotiations between the USA and China. When faced with the Trump regime’s caustic approach to trade negotiations,

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Market pullbacks

Reblogged from: First Sovereign Investment Management In the past couple month, the increased volatility of investment markets has led two clients to write to get my sense of the market situation and how/if we should react to that. With the

Posted in Financial Planning, Investment, Risk Management Tagged with: , , , , ,

Real Estate Capital Gains Tax: Budget 2017

What’s your game plan for winding down your Capital Gains tax liability? Yesterday Canada’s Finance Minister presented the government’s latest budget. there had been many fears about the potential increase of capital gains taxation. To do so would not only

Posted in Estate Planning, Financial Planning, Investment, Risk Management, Tax, Uncategorized Tagged with: , , , , , , , ,

Is 4% an Unsustainable Withdrawal Rate

Historically, 4% was thought to be the withdrawal rate the average portfolio could withstand on a long term basis without eating into capital. Recent research indicates that in today’s lower investment return environment, maybe that’s no longer sustainable. We all

Posted in Financial Planning, Investment, Tax