September and October acted like they often do historically, as “bad market months” within the calendar year.
Market Update – September 2018
- Canadian & U.S broad market performance year-to-date.
- U.S. Estate Tax – and you?
- U.S. Mid-term elections November 6th
- Parking downtown – a few options
Knowledge Idea #2
If you or your kids have a mortgage, it is likely you or they have mortgage insurance. There are some key differences between mortgage insurance issued by a bank and term insurance. I believe most clients with mortgage insurance issued by a lender are unaware of the potential risks.
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Knowledge Idea #1
You might be one of my clients with a second property and a mortgage. We are in the second half of the calendar year now and in what might be the later stages of a bull market cycle. Interest rates have been moving up.
Consider deregistering any tax-free profits you have realized in your tax-free savings (TFSA) account to pay down your mortgage – with tax-free earnings.
Market Update – July 2018
Energy, Trade and Politics…
Corporate tax cuts ignited the U.S. stock market last year which since, has been an earnings driven story, now facing potential headwinds from escalating trade tensions with… well, everybody.
Best,
Rob Hunter