Increased Canadian Equities, Decreased U.S. Equities
Current Target Positioning as of July 24, 2017
Making a Will is an important part of your tax and estate planning. Everyone—wealthy or not—should have a Will.
In my last article, I wrote about Age, Gender and Retirement Perspectives. The opinion of retirees and older workers alike is that millennials may have a better chance to control their future when it comes to saving money for their future lifestyles. Let's take a closer look at that and consider the millennial perspective.
Do you think that retirement for you and future generations will be significantly different than it is for current retirees? If you say, “yes”, you’re not alone. Most consumers anticipate meaningful differences. Thoughts, expectations, confidence and planning do differ when considering age and gender. Here are some recent findings shared with permission from the LIMRA Secure Retirement Institute. If the Shoe Fits: Generational Names and Retirement Attitudes, 2017.
There are many statistical measures available to help evaluate an investment’s performance. Arguably, investors are less sensitive to performance when markets are rising and more sensitive when the markets are falling. Therefore, a measure that separately analyses performance into these two buckets may be a useful component of an investor’s due diligence process.
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