Monthly Archive for: ‘August, 2015’

Keeping Perspective – The August 2015 Correction or beginning of a Bear?

Ken Stern, Aligned Capital PartnersNo Panic, No Sell.  No Sell, No Lose!With the summer doldrums and lots of people being away on holidays, we’re in the right frame of mind to deal with an event that seems a lot worse than it is. Since the 2008 stock market crash, share prices have been up in five of six years (2011 …

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Know the Facts about dividends. They can be toxic when calculating OAS Clawback

Ken Stern, Aligned Capital Partners. This article was written by Wilmot George of CI Mutual Funds   As Canada’s baby boomers settle into retirement, many are being caught off guard by their complex financial situations. Getting the most out of Old Age Security (OAS), which for 2015 pays a maximum of $6,780, is a key challenge their advisors need to …

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