by Endurance Wealth Partners Canada | Nov 5, 2024 | Estate Planning
Many people avoid conversations about funerals, particularly their own. Some are indifferent to what happens to their body. Others dismiss the topic to deflect their discomfort, saying, “I’ll be gone anyway, so why worry about it?” Meanwhile, those who are...
by Endurance Wealth Partners Canada | Oct 28, 2024 | Portfolio Construction
After a difficult performance for the 60/40 portfolio in 2022, you might forgive investors for throwing in the towel on the idea of diversification. When stock markets stumbled, where were bonds to mitigate return downside and reduce overall risk? In a few cases, bond...
by Endurance Wealth Partners Canada | Sep 27, 2024 | Economic Insights
This month, we asked one of our portfolio management teams, Wellington Management, to provide their insights into the markets and to explain how their portfolio is positioned. Outlook The U.S. equity markets continue to have narrow leadership this year. For context,...
by Endurance Wealth Partners Canada | Sep 26, 2024 | Financial Literacy, Tax Planning
Whenever you have a chance to defer paying tax, a common thought is, “Why pay tax now when I can pay it later?” However, there’s more to the story than simply postponing the tax bill. Tax deferral offers three potential benefits. First, paying taxes in the future...
by Endurance Wealth Partners Canada | Sep 26, 2024 | Estate Planning, Financial Literacy
Events in your life or changes involving the person you designated may call for a review of your executor—also known as a liquidator, estate trustee or personal representative, depending on the province. When the issue involves your executor If your executor has moved...
