2018 Federal Budget Highlights
On February 27, 2018, the Liberal federal government presented its annual budget. There are minimal impactful changes for personal tax issues, however, please see attached budget highlights for additional information.
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On February 27, 2018, the Liberal federal government presented its annual budget. There are minimal impactful changes for personal tax issues, however, please see attached budget highlights for additional information.
Rob McClelland discusses: Performance vs. Benchmarks, How the Different Factors Work, The Move to Balanced Funds, DFA vs. ETFs, DFA – A Company That Cares About Investors
Well, 2018 is already rolling along at a rapid rate. Can you say the same about your New Year’s resolutions? What’s that, you didn’t make any? That’s okay! You don’t have to set New Year’s resolutions, but my 25-plus years of experience has taught me that you stand the best odds for achieving your goals if: (1) you’re mindful about setting them at some point, (2) you write them down and assign a desired deadline, and (3) you regularly review how you’re doing.
You should have already received your Assante 2017 year-end statement. These statements will provide calendar year and annualized rates of return for each of your individual accounts and a weighted-average considering all accounts as a total portfolio.
We always hear people say to watch for leading indicators. The truth is, there is little to no evidence of any predictable leading indicator to the markets. The truth of the matter is, the markets are one of the best leading indicators to the economy, as a whole. How does this all work?
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Disclaimer | Assante advisory services are offered through Assante Capital Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice. Insurance products and services are provided through Assante Estate and Insurance Services Inc.