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Santa may have come early
December 2022. We are not buying it. This appears to be another bear market rally, and maybe it even makes it to the holidays or into 2023. With the S&P back to trading almost 18x forward earnings, which are being revised lower, the more this rally goes, the less sustainable it becomes. Not the least of which, if it goes too far (which may already be), financial conditions will loosen, countering the central banks’ efforts. And then they will say some not-so-nice things (more on Fed talk later).
RF Capital Reports AUA Increase of $1.2 Billion to $35.8 Billion for November 2022
RF Capital Group Inc. today reported preliminary month-end assets under administration (AUA) of $35.8 billion as of November 30, 2022,
Tax strategies
We’re revisiting one of our most popular episodes of Conversations of Wealth, where Sean Hsu answers the question to “why should we care about tax management as part of a holistic wealth plan?” “It’s not just limited to March and April when you have to file your returns, and it’s not limited to just a
Do we believe in a Santa Claus rally?
November 28, 2022. With the TSX and S&P 500 charging ahead by 6% and 8% respectively in October, and up 5% and 4% so far in November, Santa certainly came early this year. This does raise the question though: will the Santa Claus rally make it all the way to Christmas?
2022 year-end tax planning checklist
Effective wealth planning takes place throughout the year. However, you can take some key steps before the end of the year and early in the new year from a tax planning perspective that can make a positive impact on your overall finances.
Take charge of your financial future after a dementia diagnosis
While many people can continue to live happy and productive lives for years after a diagnosis, at some point there may be a time when you are no longer able to make sound financial decisions.
Morphing Market
November 21, 2022. This week’s Ethos is an excerpt from an upcoming in-depth report entitled ‘Preparing for the next bull.’ At some point this bear market will end, and this does appear to be the end of the market cycle that began in 2009.
RF Capital Announces New IA Nominee Director
RF Capital Group Inc. announces that following an internal selection and appointment process, David Porter was selected to fill the board seat vacated by the previous advisor incumbent, Marc Dalpé.