Whether for ideological reasons or tax complications, many people want to shed their U.S. citizenship.
Harvard University’s college newspaper, the Harvard Crimson, has taken the university’s endowment managers to task for a -2% annual return and a US$2-billion paper loss. Harvard Management Company, which manages the US$35.7-billion endowment, reported the decline this month in its 2016 annual report. Now, the managers are taking heat from students. Read: Seeking lower risk? […]
First Trust Canada has launched the country’s first U.S. sector rotation ETF, First Trust Dorsey Wright Dynamic U.S. Sector Rotation Index ETF (CAD-hedged; TSX: FSR). The ETF “provides a simplified way for Canadian investors to gain exposure to a sector rotation strategy, with the ability to allocate to cash equivalents,” says Karl Cheong, CFA, head […]
U.S. consumer confidence rose in September to the highest level in nine years.
They're synthetic ETFs.
If your clients have ever worked in the U.S., they might have a 401(k).
The result follows an unchanged figure in July.
Eighty-five percent of actively managed, large-cap funds underperformed the S&P 500 in the past year, new data from S&P Global shows.
What are the U.S. income tax implications if a Canadian-resident parent or grandparent is considered a U.S. person and sets money aside in an RESP?
Ways to avoid common tax pitfalls