Let’s say you’ve decided to stop wasting time trying to “beat the market”. You’ve learned over time that simply using a passive indexing strategy will outperform most of the time. So, now that you don’t have to waste anytime pick stocks, how else can you improve your financial life? If investors can't benefit from active management, what other financial tasks should...
The US-Canada tax treaty, also known as the Canada-United States Income Tax Convention, is an agreement between the governments of Canada and the United States that is designed to prevent double taxation and promote trade and investment between the two countries. The purpose of the treaty is to ensure that individuals and companies who earn income in both Canada and the...
Canadians might be surprised to learn they may be exposed to US estate taxes. This post describes the risks to Canadian investors and how they might protect themselves.
Accountants can be valuable members of your financial team, but wealthy investors often get frustrated by their accountants or don’t use them to their full potential. This post offers some ideas about how to work with your accountants so they can become more valuable to your financial life.
