The Road Ahead – July 2020
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Shaky markets lead some millennials to seek out financial advice
Kurt was featured in the Globe and Mail article of more young Canadians are seeking guidance and direction from financial advisors. Read more. https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-shaky-markets-lead-some-millennials-to-seek-out-financial-advice/
Six ways advisors can help millennials keep calm
Kurt was featured in the Globe and Mail article on how to help millennials keep calm. Read the full article. https://www.theglobeandmail.com/investing/globe-advisor/advisor-practice/article-six-ways-advisors-can-help-millennials-keep-calm/
Kurt Rosentreter Tax Planning Tips Q1 2020
In this quarterly edition of Tax Tips, Kurt dives into topics that include: Motor Vehicle Expenses, Employment Expenses, Travel Expenses, The Federal Carbon Tax, and U.S. Expatriates
Coronavirus, Cannabis and the US Election – Our Thoughts
Coronavirus, Cannabis, and the U.S. Election – like it or not, these are the topics we are hearing about in the news and Our Team would like to share our thoughts.
Annual Economic Outlook 2020
Kurt provides his insight and summary from the Economic Club of Canada’s annual forum where they provide their predictions for the world of finance in the coming year. This forum hosts the chief economists from Canada’s six largest banks.
2020 First Quarter Market Update
In this market update, Kurt provides a brief summary of what the market experienced in 2019 and what we can look forward to in 2020.
