Newsletters
As we look toward another year, the age-old question feels especially relevant: is the glass half full or half empty? In our Winter newsletter — “How Do You See the Glass?” — we share some thoughts on how this timeless metaphor can serve as a reminder of the value in maintaining a balanced perspective.
The perception that time seems to go by faster as we grow older certainly rings true — it’s hard to believe that summer has already passed and we are now entering the final months of 2024. In our Autumn newsletter — “Continued Growing Pains” — we provide some perspectives on Canada’s productivity, which has received significant press recently.
As we age, for many, having purpose appears to outweigh a desire for youthfulness. While we often place a significant focus on planning financially for our future, our Summer newsletter — “Trading the Fountain of Youth” — discusses why it may also be worthwhile to give forethought to how you will spend this time.
A recent study that used the archives of almost two centuries of newspapers concluded that positive news-based economic sentiment actually predicts economic growth, even more than economic growth drives sentiment. Research by former World Bank economist Charles Kenny nearly a decade ago supports this stance: optimism correlates with faster productivity growth and stronger economic performance. In our Spring newsletter — “The Rising Tide of Optimism” — we highlight some reasons for optimism.
The sense of uncertainty many of us may feel today is not entirely new. Those studying human behaviour suggest we may be susceptible to an “uncertainty illusion.” In the present and looking to the future, we rightly sense that we are living amid profound uncertainty. In hindsight, when the past is known, it appears better than anticipated. In our Winter newsletter — “Brighter Days Ahead” — one perspective may come from reflecting on generational change. Perhaps the lessons from the past can be a reminder of the prospect of brighter days ahead.
Following two difficult years, the need for giving continues to grow, in Canada and across the world. For those who would like to make philanthropy a part of their legacy, here are seven key considerations (and surprising tax benefits) you should be aware of.
Leaving a lasting legacy for your family can involve careful planning and a team of professionals. Here are five questions that can help get you started.
Q: My dad is in his 70s and has mentioned moving in with his new girlfriend. Should we be concerned about protecting his assets if the relationship gains common-law status?
Stepfamilies are common, but planning for who gets what after you die is anything but routine. When families come together, each with their own possessions, ensuring your assets go where you want is key.
The Private Giving Foundation was the first-of-its-kind fund in Canada. Jo-Anne Ryan, Executive Director and architect of the foundation speaks to us about the value of flexible giving and how you can make an impact with your good fortune.
For couples who meet later in life, retirement planning may seem a little daunting. But it doesn’t have to be. If you get started now, and ask the right questions along the way, it can even be exciting. Here are a few questions that should be top of mind.
