“When you leave an inheritance to your loved ones, you intend to give each person some welcome help in meeting their financial and life goals. No one wants an inheritance to cause discord among the beneficiaries…”
Read More“It’s only human nature to want to take maximum advantage of a bull market and resist investing in a bear market. But our natural inclinations aren’t always the wisest investment choices…”
Read More"When retirement arrives, you want to enjoy this new chapter in your life – not start off with a multitude of financial decisions and to-dos. You can have comfort instead of chores by taking care of a few financial matters as retirement is approaching..."
Read MoreBuy low, sell high is one of the most famous mantras in investing. It’s the investment ideal, if you could do it regularly and successfully. The trouble is, if you aim to buy low and sell high by trying to time the market, you’ll face conditions that are unpredictable...
Read MoreInvestors have re-priced terminal Fed Funds rates throughout the year, from as low as 2% to most recently 5%. The current CPI details reveal that prices of services are finally cooling while goods are under increasing pressure...
Read MoreOftentimes, we have heard reports of people getting excited about buying stocks when the market is high – and then selling them quickly when the market it is low, out of fear…
Read MoreIf someone suffers a cognitive decline and loses their ability to manage their financial affairs, it’s a common misconception that a loved one can automatically step in and take over. That’s only the case when the person in need has made a power of attorney for property…
Read MoreCongratulations to Senior Financial Planning Advisor Jamie Geisler, CFP® at Spire Advisors of Assante Capital Management Ltd. who has been recognized as one of the best-in-province advisors in the Globe and Mail (#53 in Ontario). "I am very humbled and honoured to share this recognition with so many of my Assante friends and colleagues. A big thank you to everyone on our team as it is very much a team effort." – Jamie Geisler, CFP®
Read MoreWhen you buy a share of a company, you are effectively paying for the assets and the future earnings of the company… Generally, the investors (mainly professional money managers) that participate have done some homework to assess the value, however speculators also play a role…
Read MoreEach year, you’re required to make a minimum Registered Retirement Income Fund (RRIF) withdrawal, calculated as a percentage of your RRIF assets. The percentage is based on your age, and it increases each year. Every withdrawal is taxed as regular income, but several strategies can help reduce the impact of the tax liability…
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