802, 2019

January Market Insights

Please find the most recent market commentary from Credential. They highlight all major indicators that affected the market behavior in Canada, in the U.S., and internationally. To read the commentary please click HERE

102, 2019

U.S. Persons and Canadian Life Insurance

The U.S. tax system imposes income tax on both its residents and its citizens, regardless of where they live in the world – even Canada. This means the thousands of U.S. persons living in Canada need to consider both Canadian and U.S. income tax issues in their overall planning. This […]

1401, 2019

GLC Asset Management Group Outlook Report: 2019

Step back from the edge. Big corporate earnings and bull market gains have lured some investors to believe it will be different this time and to move toward, and beyond, the edge of their normal investing comfort zone. Others have been more sensitive to the recent market volatility, with 2008 flashbacks […]

1401, 2019

GLC: 2018 Market Year in Review, Nowhere for Investors to Hide

After an unprecedented year of calm in 2017, where investors made money in virtually every asset class, investors were brought back down to earth during 2018. Corporate earnings growth remained robust, but the ongoing monetary policy tightening cycle in the U.S. and increasing trade tensions (most notably between the U.S. and […]

1412, 2018

GLC Market Commentary

November’s month-end result of 1% returns for Canada’s broad equity and bond indices mask the significant volatility within the month. Slowing economic growth, difficult trade negotiations, falling oil prices and dropping bond yields were the primary drivers of market volatility. Equity markets sandwiched the start and end of November
with relatively strong results. However, with 8 […]

1412, 2018

Considerations for Canadians selling U.S. real estate

There was a very useful article published on site. In simple terms it clarifies the situation with the American taxes that Canadians must pay when selling American real estate. Canadians who own property in the U.S. are not required to file U.S. tax returns unless the property generates rental income […]

2011, 2018

Essential Tax Numbers for 2019

There are some important tax numbers that we all need to know but tend to forget. Part of the reason is – they keep changing every year. To find the new and increased TFSA contribution limit, maximum pensionable earnings, childcare expense deduction limit and more, check the Essential Tax Numbers […]

1010, 2018

Unintended Consequences of ETF Investing

Attached is a very interesting article from one of our new international fund managers Mr. Morten Springborg. It was originally published in Danish in 2015 and now Mr. Morten has translated it into English.

This article shows the unintended effects associated with ETF (or indexed) investing. The author is an active […]

510, 2018

Post-NAFTA world: The ABCs of USMCA

It is hard to find a business related magazine or a web site that did’t publish a few words about the newly reached USMCA deal. The governments of the U.S., Mexico, and Canada still have to vote to approve it but many people want to know the details an possible […]

2509, 2018

The Most Hated Bull Market in History

US S&P500 made history in August by hitting new all-time highs and booking its longest bull market run ever when it crossed over the 3,453- day threshold without a 20% or more correction. It’s been dubbed ‘the most hated bull market in history’; the 329% climb from its low in March 2009 to August 31, […]