Stocks are soaring. Is it time for an autumn harvest?
Kurt commented to the Globe and Mail on how to benefit from roaring stock market and discussed strategic and tactical rebalancing. Read the article.
Comprehensive Tax Planning in 2017
Kurt gave a presentation on September 27, 2017 to sixty retired individuals and couples on tax planning. Comprehensive Tax Retirement Planning Presentation
What is the ideal retirement portfolio for your 50s?
Kurt commented to The Globe and Mail on retirement and taxes. Read the full article here.