When you have a 60/40 allocation, your risk is actually 90/10.
Pros and cons of transferring company shares.
Assets such as trademarks and patents can hold considerable value. Protecting your ownership of intellectual property can ensure your successor’s competitive edge.
Advisors should look for portfolio managers who are asset allocators in light of today's global economy, says Christine Hughes of OtterWood Capital Management.
Over one-third of Canadians don’t have a valid will; even at the low end, that’s a sorry state of affairs. If clients don’t want the division of their assets to end up in court, help them make decisions now.
Don’t let irresponsible kids delay your succession or estate planning—a unique trust structure lets you maintain control of assets
Misappropriation of your money, lost family treasures, and feuding heirs are every business owner’s biggest nightmare. Here’s how to ensure you pick the best manager for your estate
There’s nary a bull or bear to be seen on Bay Street these days. That’s because we’re in a sideways market. That was the message Kim Shannon, president and chief investment officer of Sionna Investment Managers, presented at the firm’s Financial Market Review in Toronto yesterday.
The first quarter of 2012 was a good one for active managers in the large cap Canadian equity space, as two-thirds beat the S&P/TSX Composite Index, according to the Russell Active Manager Report. That’s actually a decline from the final quarter of 2011, though, when a 76% beat the index.
Historically, equities have offered superior long-term returns over assets such as bonds and cash—the well-known equity risk premium. The problem for many investors is that equity returns have become exceedingly volatile.