by Endurance Wealth Partners Canada | Feb 24, 2023 | Economic Insights, Portfolio Construction
Investors’ appetites have increased as we entered 2023. Generally, at asset class level, the larger the loss in 2022, the larger the gain (recovery) in 2023, though this is only the data for January (see chart below). What made investors so optimistic? We recognize...
by Endurance Wealth Partners Canada | Jan 25, 2023 | Economic Insights, Portfolio Construction
Recession seems to be the dominating topic for 2023. The depth of recession and what may trigger it could be different from country to country. In Canada, rising rates have led to cooling real estate demand as mortgage payments increase. However, we are benefiting...
by Endurance Wealth Partners Canada | Dec 22, 2022 | Economic Insights, Portfolio Construction
It is December, we think about family, celebrations, food and for us in the investment industry, the investment outlook for 2023. We can attempt to predict based on “known unknowns” and be humbled by the fact the world may also have other “unknown unknowns”. The boss...
by Endurance Wealth Partners Canada | Dec 15, 2022 | Investments, Retirement Planning, Wealth Planning
Last summer, Old Age Security (OAS) benefits permanently increased for the first time in almost 50 years. The payment increase is 10% and applies to seniors aged 75 and older. This increase gets a further boost when seniors delay starting their OAS benefits. Monthly...
by Endurance Wealth Partners Canada | Dec 15, 2022 | Economic Insights, Financial Literacy, Investments, Tax Planning
It’s a challenge no one minds facing: determining what to do if a lump sum comes your way. With a smaller windfall, the decision often focuses exclusively on how to use the money. A larger windfall brings larger issues into play. Bonuses, tax refunds and more Some of...
