Tax Strategies to Ease Client Retirement Preparation By Aurora Tancock, CFP, FLMI, MDRT Taxes play an important role at every stage of life and are a crucial aspect of financial plans for advisors to discuss with clients. Clients should regularly monitor how taxes will affect assets over the course of their financial plans and prepare […]
In June, Aurora was given the honour of speaking on the main platform, at the Annual Million Dollar Round Table Meeting in Los Angeles . The meeting was attended by over 15,000 International members. We are proud to share her powerful message of The Power of a Deadline.
2018 Mid-Year Market Review: Volatility makes a comeback July 9, 2018 By Brent Joyce, Chief Investment Strategist and Andrew O’Brien, Manager, Investment Strategy After a remarkably calm period, capital market volatility made a comeback in the first half of 2018; stocks, bonds and currencies were each dealt their fair share. To view the full report […]
In contrast to the relative market calm of 2017, volatility returned to equity markets in the first quarter of this year. Most global markets dropped sharply in early February, with some falling into correction territory (a decline of 10% or more). The initial decline was apparently due to market participants’ concern about rising inflation based […]