What would you say to a fund yielding 9.0% with highly tax-efficient distributions? Sound appealing? It’s available, but it also comes with risks we fear some investors are overlooking. Everyone wants yield. We...
As 2011 comes to a close, investors continue to be bombarded by daily news of economic and political problems. In the U.S., housing prices remain depressed, the unemployment rate remains stubbornly high, and...
Making a List & Checking it Twice The month of December brings on challenges for procrastinators in a race to ensure the last deadlines of the year are met. To help alleviate some...
Death and taxes are two certain things in life. But did you know that even if you are a Canadian citizen and a resident of Canada, you may be subject to U.S. estate...
Financial market performance in the third quarter was dominated by slowing global economic growth. Market volatility was driven by concerns of financial contagion in Europe, slowing growth in emerging markets and political mismanagement...
This week, Dexia SA, the Belgian bank, made headline news over its need for a government bailout as a result of its weakened financial state. Dexia SA, the bank, should not be confused...
The media has recently been reporting countless reasons why we should be fearful of another global recession and concerned about our investments. We wanted to take a moment to put the current concerns...
As you may recall from our Planning Matters presentation last November with Will Todd of Davis LLP, the Internal Revenue Service (IRS) in the U.S. has increased their efforts towards gathering financial information...
In the last few weeks there have been a lot of headlines about Greece, full of sensational statements like “FTSE 100 drops as Greek debt crisis triggers global rout”. So what exactly is...
The low level of interest rates helped drive a significant amount of investor interest in income funds and fixed income investments. However, as improved signs from the economy point to an environment of...
Given the low yields available on fixed-income investments today and the volatile equity market conditions experienced over the past several years, many investors are looking for options that provide stable income necessary to...
