Lazar Wealth

Our partners from GLC Asset Management created a series of articles on three big market themes happening right now: Inverted Yeld Curve. Late in March, financial media lit up with word the yield curve had ‘inverted’. Market pundits hit the air to issue dire warnings for days ahead. So, what’s the big deal? [...]

Highlights The S&P/TSX Composite, S&P 500 and NASDAQ indices each hit all-time highs. Possible tighter sanctions on Iran and political chaos in Venezuela kept oil prices rising. Canadian and U.S. central banks held their overnight rate steady, while long-term bond yields ticked higher. Corporate earnings delivered better-than-expected results, supporting recent [...]

Stock markets capped off a stellar first quarter after a dismal end to 2018. In fact, every major global equity market is in positive territory so far in 2019. Fixed income markets also had strong quarterly performance. While equity markets tend to do well when investors are feeling optimistic about [...]

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.

This year’s federal budget, titled Investing in the Middle Class, didn’t introduce measures that directly impact life insurance products, living benefits products or segregated funds. Personal and corporate tax rates were unaffected as well. From an advisor’s perspective, the biggest highlight from the budget may be that the Department of [...]

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

Best January return since 1987 brings market back to pre-December levels. All major global equity markets rebounded in January, charting a near perfect ‘V’ by climbing back from the sharp correction at the end of 2018. While the S&P 500 set a record by booking the best one-month start to the year in 32 years, it [...]

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

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 [...]

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 [...]