Market Insights: Why invest overseas?

Published by Steve Nielsen on Jul 30, 2015

We thought it would be beneficial to share some of our insights on international equity investing.  It is our belief that there are certainly benefits to having an overseas equity exposure in a balanced or equity mandate....

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Wealth Strategies: Life insurance tax law changes coming soon

Published by Steve Nielsen on Jul 21, 2015

Different types of insurance serve different purposes with one of the main features of Universal Life and Whole Life insurance* being able to tax shelter additional monies up to certain maximums governed by tax legislation....

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Market Insights: Second Quarter wrap-up

Published by Steve Nielsen on Jul 14, 2015

The second quarter was characterized by uneven global economic progress and rising bond yields softening deflationary fears, all resulting in nearly flat performance across most major asset classes....

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Retiring Abroad: Client Spotlight series

Published by Steve Nielsen on Jul 10, 2015

The Client Spotlight series within our Retiring Abroad posts continue.  These are responses from our very own clients who are retired and living in Canada and around the World.  We have asked them to comment on the same five topics: climate, sports.....

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Market Insights: Estimating crash-risk potential

Published by Steve Nielsen on Jul 04, 2015

This is an interesting and insightful piece from The Capital Spectator that examines potential crash-risk and where the U.S. equity market currently stands....

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