Tag: stocks

The Art of Tax Loss Selling by Mark Nichol If you have bought and sold capital property this year you should review these transactions to determine whether you need to do some balancing transactions.  The effect of selling off investments to create gains or losses can improve your income tax position for 2016. This year, you have until December 27th to make any transactions count. To begin:  Gather the following information and book an appointment with one of our financial advisors: Find your...

5 Top Tips to Security in a Volatile Market: Pay back loans that were borrowed to invest. Trim your high risk investments, as well as any illiquid assets. Asset diversification helps provide more stable returns. Consider diversifying globally. Rebalance your assets regularly. How should you rebalance your portfolio in order to protect your investments during volatile markets? Rebalance your investment plans during volatile times.  It is beneficial in the long run to operate your account much...