Search for Topics
-
Donor Advised Funds (“DAFs”) serve as a bridge between donors’ intentions and the realization of their charitable goals. DAFs often operate as charitable foundations offering services to groups of donors with a variety of goals. DAFs sometimes provide a wide…
-
What is a DAF? Demystifying Donor Advised Funds
What is a DAF? And, what are the benefits of giving to a DAF? At its core, a Donor Advised Fund (“DAF”) serves as a bridge between donors’ intentions and the realization of their charitable goals, offering a sophisticated yet…
-
Consistent Investing Habits: The Key to Success
The best investors are deliberate and consistent. And, they don’t let their emotions get in the way. Instead, they create consistent investing habits. Day after day, week after week, year after year; the most consistent and disciplined investors succeed. While…
-
5 Ways to Improve Your Family Office in 2024
Let’s make 2024 a year of renewed focus and productivity for family offices. Whether it’s about refining purpose, enhancing reporting mechanisms, proactive tax planning, clarifying roles, or embracing simplification. In this post, we delve into “5 Improvements Your Family Office…
-
Donate to Eliminate: Maximizing Charitable Impact
The Donate to Eliminate strategy is a practical approach for donors using the exemption from capital gains tax on donations of appreciated securities. This strategy ingeniously uses a tax strategy to support philanthropic goals. And, by focusing on the donation…
-
Buy-and-Hold Investing: Lessons from Egg and Chicken Farmers
In the serene landscapes of rural life, two distinct types of farmers thrive – the chicken farmer and the egg farmer. While both operate farms, they adopt vastly different strategies. Mirroring the diverse approaches in the world of portfolio investing.…
-
Do ESG Portfolios Include Weapons?
Does investing in weapons sound like a socially responsible investment strategy? And, do weapons companies fit within an ESG investment portfolio? Many ESG investors would say, No! But, many ESG investors are also inadvertently investing in weapons companies through so-called…
-
Investment Memos: Essential Tools for Informed Investing
Investment Memos highlight the distinction between well-considered financial decisions and hasty gambles. This unassuming yet powerful tool is pivotal in crafting a disciplined investment strategy, one that is guided by clear governance and a consistent decision-making process. Rather than by…
-
The Rise of Gold and Bitcoin: Key Insights for Canadian Investors
Canadian investors are increasingly looking at alternative assets like gold and bitcoin as prices rise. And, with their unique characteristics, these alternative investments offer unique advantages for some. But, most investors should still avoid these types of investments. This post…
-
Income Splitting for Wealthy Investors
For wealthy investors, managing investment income goes beyond merely staying within favorable tax brackets. When personal income from dividends and interest is substantial, traditional income splitting between spouses may not suffice, as both parties could still end up in higher…