by Endurance Wealth Partners Canada | Jul 2, 2024 | Economic Insights, Portfolio Construction
We are in the process of normalizing the economy, but what does that mean? Positive economic growth, check. Full employment, check. Normal monetary policy via positive real interest rates, higher inflation, and (somewhat) reduced central bank balance sheets, check....
by Endurance Wealth Partners Canada | Jun 18, 2024 | Investments
Interestingly, spouses with very different—even opposite—investment personalities may quite easily develop an investment program that’s just right for the couple. Yet, in some cases, partners who view investing the same way may need to proceed with caution. Approaches...
by Endurance Wealth Partners Canada | Jun 18, 2024 | Philanthropic Planning
When choosing how to make a large charitable gift, the number of available options can seem overwhelming—especially when each brings its own financial benefits. To simplify matters, here are personal situations you may relate to, along with donation methods for each....
by Endurance Wealth Partners Canada | Jun 18, 2024 | Investments, Retirement Planning
Whether the amount is small or large, whether it applies to a couple of years or many, Canadians don’t like their Old Age Security (OAS) pension clawed back. The clawback is officially known as the OAS pension recovery tax. A taxpayer repays 15% of the amount by which...
by Endurance Wealth Partners Canada | Jun 18, 2024 | Investments, Wealth Planning
Financial behaviourists have identified well over 20 investment biases that can tempt or lead individuals to invest in a particular way. Generally speaking, none of the biases is good news for investors. Fortunately, investors who have an advisor aren’t vulnerable to...
