Milestone Elements™ Newswire

 

Wealth Strategies: Charitable Impact Strategies

Published by Milestone Asset Management on Sep 21, 2018

  Wealth Strategies: Charitable Impact Strategies Giving to charities, fundraisers, and other causes close to our heart is a great way to give back to our community and use our assets to create a positive... Continue reading

Milestone Elements™: Shawn Boos featured in Wealth Professional Magazine

Published by Steve Nielsen on Sep 18, 2018

  Shawn Boos Featured in Wealth Professional Magazine Shawn Boos was in the media again, this time featured on page four in the June issue of the Wealth Professional Magazine. Their "Head to Head" section... Continue reading

Market Insights: U.S. wage growth heating up!

Published by Milestone Asset Management on Sep 14, 2018

  U.S. Wage Growth Heating Up! We have highlighted many positives for the US market in our recent Market Insights posts, including surging manufacturing growth, cycle high levels of consumer confidence... Continue reading

Retiring Abroad: Retiring in Kelowna, BC - Part II

Published by Milestone Asset Management on Sep 07, 2018

  Retiring in Kelowna, BC - Part II 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

Market Insights: Surging growth for U.S. manufacturing

Published by Milestone Asset Management on Sep 04, 2018

  Surging Growth for U.S. Manufacturing In our Second Quarter Wrap-up commentary, we discussed our fundamentally positive core thesis on the US markets and noted the strength of the NFIB Small Business... Continue reading

Wealth Strategies: Incorporating life insurance for new CCPC passive income rules

Published by Milestone Asset Management on Aug 29, 2018

  Incorporating Life Insurance for New CCPC Passive Income Rules With February’s federal budget receiving Royal Assent on June 21st 2018, Canadian Controlled Private Corporations (CCPCs) will need to ... Continue reading

Wealth Strategies: Long term care insurance

Published by Milestone Asset Management on Aug 15, 2018

Long Term Care Insurance Long term care insurance* is a relatively new product on the insurance shelf, but has certainly arisen as a result of our aging Canadian population. Our family dynamics aren’t... Continue reading

Retiring Abroad: Retiring in Kelowna, BC - Part I

Published by Milestone Asset Management on Jul 31, 2018

  Retiring in Kelowna, BC - Part I 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 is... Continue reading

Market Insights: As April to July goes, so goes the rest of the year?

Published by Milestone Asset Management on Jul 26, 2018

  As April to July Goes, so Goes the Rest of the Year? There is an old Wall Street adage, "As January goes, so goes the year", also known as the 'January Barometer'. Indeed, there has been a very strong... Continue reading

Market Insights: Second Quarter Wrap-up

Published by Milestone Asset Management on Jul 12, 2018

  Second Quarter Wrap-up Market Update The first half of the year for equity markets was a bit of a roller coaster ride with highs and lows and a fairly steep correction in the first quarter. With all... Continue reading