Investors are always looking for ways to beat the market and generate higher returns on their investments. One metric used to measure this outperformance is alpha. Alpha is a measure of an investment's performance relative to a benchmark index. Understanding alpha can help investors assess the value added by active management and make more informed decisions about their investments.
As a Canadian taxpayer, it's important to know the different types of business expenses that you can claim to reduce your taxable income. Claiming these expenses can help to minimize your tax burden and increase your profits. In this post, we'll list the main categories of business expenses that can be claimed in Canada, and provide some description of what...
The COVID-19 pandemic has caused a significant shift in the way people work, leading many to question the future of the office. Remote work has become more prevalent, and office vacancies have reached historic levels. The pandemic has also led to rapidly rising interest rates, which has made office buildings more expensive to own and operate. With these factors in...
Real Estate Investment Trusts (REITs) are investments that earns high passive income and are also appealing to many investors because of their inflation fighting potential. However, with so many REITs available, its challenging to determine which REITs are worth investing in. In this post, we discuss the metrics investors should use to evaluate REITs and how they may approach a potential...
Markdale Financial Management is our family office dedicated to managing the financial affairs of wealthy investors. One of our key roles of our family office is to coordinate the work of investment and insurance, legal, and accounting professionals when it comes to estate planning. In this blog post, we’ll explore how our family office serves as the quarterback and personal CFO...
As a wealthy investor, the question of how much money to leave your children without spoiling them is likely one that weighs heavily on your mind. While some might consider this a nice problem to have, it's still a problem that needs to be addressed thoughtfully and carefully. This blog post explores some tips for wealthy investors who are considering how...
Toronto house prices rose for the second consecutive month in March 2023. According to the latest report from TREB, the average selling price of a home in the Greater Toronto Area (GTA) rose to $1.2 million in March, up 10% from the previous year.
Generating dividends from stocks is an important source of income for many investors. However, many investors also avoid investing in stocks that don’t align with their environmental, social, and governance (“ESG”) values. This means, many investors exclude oil & gas stocks from their portfolio. So, how does this affect Canadian dividend yield? For Canadian investors, energy stocks make up 17% of...
The Canadian federal government recently released its 2023 budget, which includes changes to the Alternative Minimum Tax (AMT) that will impact high-income earners. This post will cover the changes made to the AMT and how it may affect wealthy philanthropists.
Many investors are hoarding cash. Some are drawn towards the safety of cash, and others lack confidence in the alternatives. Investors with too much cash are often timing the market to avoid potential losses. But, experience proves that investors who hold too much cash will achieve poor long-term results and incur large opportunity costs. So to combat cash hoarding bias, this...
