sa国际传媒

We offer all new clients the option to either open new accounts the traditional way or electronically. Traditionally we would print the documents out and meet with the client to obtain signatures.

Prior to March 2020, approximately 30 per cent of the meetings we held were done remotely. The remaining 70 per cent were done in person. As a portfolio manager we have always had the ability to do remote meetings.

Throughout our working lives we can reduce our annual tax bill by making RRSP contributions. Withdrawals from registered accounts are generally considered taxable income in the year the withdrawals are made.

In March 2020 the government announced that the minimum amount that must be withdrawn from RRIFs will be reduced by 25 per cent for 2020 as part of the Covid-19 Economic Response Plan.

Asset allocation is the percentage an investor has in cash, fixed income, and equities.

As a portfolio manager, we are always monitoring the direction of interest rates. For nearly two decades, the Bank of sa国际传媒 (BOC) has adopted a system whereby they make eight scheduled interest rate announcements a year. The dates for 2020 are Jan.

Asset allocation refers to the percentage an investor has in cash, fixed income, and equities. This article will focus solely on the cash component.

The investment world has some commonly used sayings, including: 鈥淒on鈥檛 catch a falling knife.鈥� Essentially this is referring to the danger in trying to purchase stocks as they are declining sharply.

There has never been a market correction that has not recovered. Of course, this time could be different 鈥� but something tells me it isn鈥檛. Market corrections are part of the natural cycle of the stock market.

Part four of a four-part series The statistics for second marriages succeeding are even worse than for first marriages. As a portfolio manager, my personal advice is based on many years of helping clients, and nothing I read in a textbook.