Financial Post
June 4, 2026.
Ida Khajadourian, Senior Portfolio Manager at Richardson Wealth, writes that joint ownership, often intended as a simple estate-planning shortcut, can create serious tax, legal, and family consequences if not structured properly.
Saving on probate fees and simplifying estate administration may sound appealing, but parents should understand the tax, legal and estate implications, and consider whether a different approach would better achieve the intended result.
2026
The AI boom isn’t a replay of the dot-com bust
Anwar Husain explores the similarities and differences between today's AI-driven market rally and the dot-com boom of the late 1990s.
2026
The IPO Party Is Back. Just Don’t Forget the Hangover
August 1, 2026 - Lynn MacNeil writes about writes about the excitement surrounding the latest wave of mega-IPOs, including SpaceX, OpenAI and Anthropic. For investors,…
2026
This advisor found a book to co-purchase after leveraging her expertise in tax and estates
July 29, 2026 - Alysha Tse shares how and why she partnered with Chernick James Tse & Associates Wealth Counsel, as the practice prepared for…