Milestone Elements™ Newswire

 

Market Insights: Fourth Quarter Wrap-up

Published by Milestone Asset Management on Jan 11, 2019

  Fourth Quarter Wrap-up Market Update 2018 turned out to be a very difficult year for investors. We not only have most equity markets hitting bear market or near bear market territory at one point, but... Continue reading

Retiring Abroad: Tax considerations for retiring in the U.S.

Published by Milestone Asset Management on Dec 20, 2018

  Tax Considerations for Retiring in the U.S. Retirement brings with it many considerations and sometimes big changes. One of the biggest considerations is location. For Canadians who want to move from... Continue reading

Milestone Elements™: Korina Fandrick featured in Wealth Professional Magazine

Published by Milestone Asset Management on Dec 18, 2018

  Korina Fandrick Featured in Wealth Professional Magazine: Guiding Clients Through the Noise With all the market volatility this year and especially over the last two months, we thought it would be an... Continue reading

Milestone Elements™: Milestone featured in Wealth Professional Magazine

Published by Milestone Asset Management on Dec 03, 2018

Milestone Featured in Wealth Professional Magazine: The Building Blocks of a Solid Wealth Management Business Milestone Asset Management was recently featured in the Wealth Professional Magazine in an... Continue reading

Market Insights: Record U.S. Thanksgiving Weekend

Published by Milestone Asset Management on Nov 27, 2018

  Market Insights: Record U.S. Thanksgiving Weekend In yet another sign that the US consumer is still alive and well, despite the current short-term market turbulence, online sales shattered records in... Continue reading

Wealth Strategies: Family succession - Passing along the business

Published by Milestone Asset Management on Nov 16, 2018

  FAMILY SUCCESSION: Passing Along the Business When you pass along a business to the next generation there are some significant tax implications to consider. For many business owners, the natural plan... Continue reading

Market Insights: Market performance following US midterm elections

Published by Milestone Asset Management on Nov 07, 2018

  Market Performance Following US Midterm Elections We came across some interesting data, charts and comments on US equity market performance following midterm elections that we wanted to share this week.... Continue reading

Wealth Strategies: Recent federal tax & income splitting changes for small business - Making sense of it all

Published by Milestone Asset Management on Oct 22, 2018

  Recent Federal Tax & Income Splitting changes for Small Business - Making Sense of It All We’ve seen numerous changes enacted of late that affect small businesses in regards to passive income and the... Continue reading

Market Insights: Third Quarter Wrap-up

Published by Milestone Asset Management on Oct 12, 2018

  Third Quarter Wrap-up Market Update The third quarter of the year tends to be the weakest, but that definitely was not the case specifically for the US equity market. This past quarter was one of its... Continue reading

Retiring Abroad: Retiring in Kelowna, BC - Part III

Published by Milestone Asset Management on Oct 10, 2018

  Retiring in Kelowna, BC - Part III There are many incredible places in the world to consider when envisioning your ideal retirement destination. However, arguably one of the best places in the world... Continue reading