To Defer or Not to Defer: Realizing Capital Gains The proposed* increases to the capital gains inclusion rate have...
INCREASES TO THE CAPITAL GAINS INCLUSION RATE
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The Power of Economic Sentiment
“Have we all just become economic snowflakes?”1 This question emerged from a recent study analyzing the text of 200...
FACTORS IMPACTING THE CPP TIMING DECISION: More Perspectives on When To Start CPP Benefits
When it comes to the decision of when to start Canada Pension Plan (CPP) benefits, actuarial studies show that many...
Market Insights by James Thorne: THE GRAND CHESSBOARD
Navigating Geopolitical Investments In the grand geopolitical game, it’s not always the most powerful states that hold...
Unlocking High Net-Worth Financial Solutions with National Bank’s Private Banking 1859
https://youtu.be/sTnE3gmF2E4 Discover the exclusive world of National Bank's Private Banking 1859. In this episode of...
BE AWARE OF NEW REPORTING RULES: Are You Associated With a “Bare Trust” Arrangement?
Are you a legal owner of an asset where someone else is a beneficial owner and has a beneficial interest and oversight...
Thinking Beyond Retirement: A Higher Purpose
It has been said that “if you are what you do, when you don’t … you aren’t.” As you think ahead, have you contemplated...
Have U.S. Equities Become Overvalued?
With the rapid rise in the “Magnificent 7” stocks to start the year, there has been renewed discussion over whether...
Market Insights by James Thorne: Out Of Options
Navigating An Era Of Fiscal Dominance, Rate Cuts And Debt Monetization Those who fail to learn from history are...
HIGHER FOR LONGER INTEREST RATES? HISTORICAL PERSPECTIVES ON THE EQUITY MARKETS
Since the summer, bond yields have risen rapidly. In April, the U.S. 10-year Treasury yield hovered around 3.3...