“In the New Year, never forget to thank to your past years because they enabled you to reach today! Without the stairs of the past, you cannot arrive at the future!” – Mehmet Murat Ildan Weekly Update – So Long, 2018 For the last time in 2018, we will leave you with our tax- and investment-related… Read More
The You First Blog
“Christmas: The only time of year you can sit in front of a dead tree and eat candy out of socks” – Anonymous Weekly Update – Re-Iterating Our Year-End Financial Planning Checklist With only a few more days left in 2018, it is a good time to revisit tax- and investment-related strategies. We compiled a list of… Read More
“In the old legend the wise men finally boiled down the history of mortal affairs into a single phrase: ‘This too will pass’” – Benjamin Graham The Stock Market Pulls Back This week, markets pulled back in a noticeable way. The S&P/TSX Composite Index finished down 3.3%; the S&P 500 was down 3.9%; the… Read More
“About the time we can make the ends meet, somebody moves the ends” – Herbert Hoover Anthony’s Financial Brief – 2018 Mid-Year Review Following a particularly volatile start to the year in the first quarter, many global equity markets delivered somewhat steadier returns in the second quarter. The MSCI World Index finished the period with… Read More
“I am proud to be paying taxes in the United States. The only thing is I could be just as proud for half of the money” – Arthur Godfrey TSX Rises for 6th Straight Week The Toronto Stock Exchange’s S&P/TSX composite index rose by 39.22 points (0.25%) on the day to close at 15,857.22. This… Read More
Effective September 5, 2017, the financial industry in Canada and the U.S. has reduced the trade settlement cycle for purchases and redemptions from three business days (“T+3”) to two business days (“T+2”) after the trade date (“T”). This change stems from a global trend in shortening investment settlement dates. Markets in the European Union and… Read More