A strong U.S. dollar is this year’s main macro theme for Matt Skipp, president and chief investment officer at SW8 Asset Management.
Companies trading below their true values can be volatile.
Canadian bank stocks shot up about 20% in 2013.
Social norms are changing and advisors must adapt.
Putting the family cottage in a trust could preserve it for future generations and keep the family peace.
Traditional fixed income isn’t cutting it for clients needing capital preservation with reliable growth. Senior secured debt can be a safe alternative, suggests one advisor.
Advisors have four main types of clients.
Inheriting property can be a nice financial boon, but when that property is outside of Canada, it can also be big headache on the tax front.
2013 was a good year for U.S. markets, and many investors are worried there isn’t much left in the tank. They want out.
It’s time to start thinking about any properties you put into trust 20 years ago.