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News & commentary

News & commentary

Get fresh perspectives on the latest investment and financial news and trends from the Luft Financial team, as well as from leading experts in Canada and around the world.

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Term Insurance – An Inexpensive Way to Add Peace of Mind

Nobody wants to imagine dying, but one of the most important pieces to the financial plan puzzle is to try and understand how your passing may affect your loved ones. You may have enough in your savings/investments to give you the peace of mind knowing that your family can survive off of these assets. If […]

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MACROSCOPE: Yield curve concerns resurface as Federal Reserve turns dovish

A week ago – on March 20, to be precise – the U.S. Federal Reserve (the “Fed”) confirmed one of the most remarkable turnarounds in its monetary stance in years. Specifically, the Fed reiterated that it would be patient in making future adjustments to its benchmark interest rate. Concurrently, the median projection of Fed officials […]

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Long Term Care Insurance – get it before it’s gone

The Importance of Naming the Correct Beneficiary

As we say goodbye to RRSP Season, we can stop thinking about the lump sum contributions that need to be made. We should, however, take this time to revisit our beneficiary designations. As you know, your RRSP, your TFSA and Life Insurance policy(ies) all have named beneficiaries. Some of these beneficiaries may have been named […]

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March 2019 Portfolio Management Team Update

Market & Economic Environment: Global equities added to the January surge that was their best showing in three decades, leading to double-digit gains for many major indices within the first two months of the year. The TSX and S&P 500 rose 3% in February – bringing their YTD gains to 11.7% and 11.1% respectively – […]

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Mailing Dates for 2018 Tax Slips – Important Year End Information

This year, you may receive multiple year-end documents for the same account. You are encouraged to use this checklist to keep track of your year-end documents. If you have any questions regarding the delivery of these documents, please contact your advisor. In addition, some external issuers may amend previously released data, resulting in amended slips […]

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Understanding your Annual Reports

Managing an investment portfolio takes time, but understanding your costs and performance shouldn’t. Accordingly, we’ve designed a set of reports that are simple, user-friendly and, more importantly, easy to read. Click here to read.

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