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Jim McDonald: Earnings Make the Market Rally Credible

October 16, 2017: While investor sentiment has been improving, there is still skepticism about the current market rally and the resulting outlook. Jim McDonald gives our take.

Wealth Management Insights & Research

Gain insight into the rapidly changing financial landscape, and stay ahead of trends and developments with analysis and perspectives from our experts.

Surplus Assets and Shortfall Risk

October 11, 2017

There are many definitions of risk, but running out of money too soon is perhaps the most tangible one. How should investors consider shortfall risk when funding high-priority goals?

Lucky Number 13: The GST Tax and Righting 13 Wrongs

October 3, 2017

Setting the record straight on the Generation-Skipping Transfer tax