Newsletters
Read Marley's views for the road ahead in his latest newsletter.
It’s no wonder the average holding period for a stock has dropped from around eight years in the 1950s to roughly five months today. Technology continues to accelerate the speed at which we access, process and react to information—likely encouraging impulsive investor behaviour.
Common objectives in estate planning are to create, preserve, or maximize the value
of the estate left to your beneficiaries. However, expenses incurred at death, such as
income tax and probate fees, can erode the value of your estate. The strategic use of life
insurance can help you cover these expenses and achieve your estate planning goals.
In this Edition:
1. Capital Ideas - Capital Groups 2025 Investment Outlook.
2. "Is it too late to say no?" What to know about being an Executor.
3. Timely Reminder - RRSP Contribution deadline is March 3rd 2025
4. A Tax-Wise Reminder - You can now make your 2025 TFSA
contribution.