Wealth Management

All the articles about wealth management
From newest to oldest

The Currency Question
By Marshall McAlister, Private Wealth Counsellor, Principal
& Cary T. Williams, Associate Private Wealth Counsellor
The benefits and drawbacks of currency hedging seem to be in perpetual debate. It is inevitable that Canadians who see the benefit of globally diversified portfolios will find their portfolio returns affected by currency movements. The question is: to what degree and in which direction? Read in PDF
New Year, New Rules (2017)
By Marshall McAlister, Private Wealth Counsellor, Principal
& Cary T. Williams, Associate Private Wealth Counsellor
From the Fort McMurray fire to deaths of beloved heroes like Muhammad Ali and Leonard Cohen, from new income taxes to new carbon taxes, and from new provincial and federal governments to a new U.S. President, few things have stayed the same. Read in PDF
The Science of Retirement Happiness
By Marshall McAlister, Private Wealth Counsellor, Principal
& Cary T. Williams, Associate Private Wealth Counsellor
Planning for a successful retirement involves a great deal more than money, even though questions about finances receive the lion’s share of attention. Read in PDF
The Case For Keeping The Faith In Value
By Marshall McAlister, Private Wealth Counsellor, Principal
& Cary T. Williams, Associate Private Wealth Counsellor
The battle between the two most prominent investment style has been going on for decades. In 1934 Benjamin Graham made the case for Value Investing in his book Security Analysis, where he described methods for discovering low prices stocks. Read in PDF
On Family, Finances and Aging
By Marshall McAlister, Private Wealth Counsellor, Principal
& Cary T. Williams, Associate Private Wealth Counsellor
Getting old is what we do. Talking about getting old, unfortunately, is something we do not do. Demographic data tells us that being open and honest about what happens as we age are more imperative than ever. Read in PDF
New Year, New Taxes (2016)
By Marshall McAlister, Private Wealth Counsellor, Principal
& Cary T. Williams, Associate Private Wealth Counsellor
While the literar y world may feel that nothing is as cer tain as death and taxes, the election of new Alberta and federal gover nments has ensured that taxes will be chang ing for many
Canadians. To appreciate the effect on after-tax returns of the latest provincial and federal tax updates, it is important to understand two areas of Canadian tax policy: investment income characteristics and progressive taxation. Read in PDF
Publication thumbnail The Literate Investor—She’s Right Beside You
By Marshall McAlister, Private Wealth Counsellor, Principal
& Cary T. Williams, Associate Private Wealth Counsellor
For generations, men have been the primary breadwinners in families and, often, have taken responsibility for managing the household finances. However, the domain of investing, once dominated by men, is in flux. This article discusses the increasing presence of women in investment decision-making. Read in PDF
Publication thumbnail Money Talks: Intergenerational Wealth Transfer
By Marshall McAlister, Private Wealth Counsellor, Principal
& Cary T. Williams, Associate Private Wealth Counsellor
If excellent communication is the foundation for ensuring the health of a family’s wealth and relationships, what can we do to plant the seeds of success? Here are four ideas that families can implement for an effective wealth transition. Read in PDF
The Influence of Oil
By Marshall McAlister, Private Wealth Counsellor, Principal
& Cary T. Williams, Associate Private Wealth Counsellor
Around the middle of last year, a seismic event began to take shape in the global capital markets. The price of oil started to slide lower and plummeted in the last few months of 2014. Read in PDF
The Case for Smaller Companies
By Marshall McAlister, Private Wealth Counsellor, Principal
When constructing a portfolio, astute investors recognize the importance of taking a measured approach to risk. Thanks to the long history of liquid capital markets, we can look back at different asset classes within the market and compare their risk and return profiles versus similar investments. Read in PDF
The Benefits of Equities In Any Portfolio
By Marshall McAlister, Private Wealth Counsellor, Principal
There is a universal truth across all types of financial markets: uncertainty makes investment outcomes impossible to know ahead of time. Be it unexpected inflation, changing interest rates, economic conditions, geopolitics or environmental changes, the impacts on financial markets make investing far from a sure thing. Read in PDF
The Benefits of Intelligent Giving
By Marshall McAlister, Private Wealth Counsellor, Principal
There are many reasons why we give, and just as many benefits to both others and ourselves as a result. Read in PDF
World Market Capitalization
By Marshall McAlister, Private Wealth Counsellor, Principal
Many investors concentrate their investment holdings in assets that are familiar to them. Understandably, we tend to feel more comfortable with investments that are close to home. Read in PDF
Questioning the Persistence of Skill
By Marshall McAlister, Private Wealth Counsellor, Principal
In 1997 a paper was published in the Journal of Finance that made a lasting impression on the field of investment management. The paper, which was part of Carhart’s dissertation at the University of Chicago, was titled On Persistence in Mutual Fund Performance. Read in PDF