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Are You Suffering From “Investment Envy”?

By: Nancy Graham · May 24, 2018 - 0 comments

It happens to the best of us. A friend, family member, colleague or media guru is bragging all about an exciting financial score they just made by buying this, selling that, or getting in on the ground floor. Next thing you know, you’re a victim of investment envy. You want in too, whether or not the “opportunity” makes any sense for you and your money.

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Tuning Out the Noise

By: Ben Felix · May 18, 2018 - 0 comments

Being bombarded with data, headlines, and predictions presented as being impactful to your financial well-being can evoke strong emotional responses from even the most experienced investors. The period from 1999 – 2009 is known as the “lost decade” in the US stock market. It was a ten-year period of flat stock returns. 

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The Impact of New Passive Income Rules for Canadian Private Corporations

By: Ben Felix · May 18, 2018 - 2 comments

The new passive income measures for Canadian Controlled Private Corporations eliminate five dollars of the small business limit for each dollar of passive income over $50,000 earned by a corporation or its connected corporations. The reduction to the small business limit will occur on a straight line basis as passive income increases, to a maximum passive income level of $150,000 at which point the small business limit will be gone ($5 * $100,000 = $500,000). These measures apply to years that begin after 2018.

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