Milestone Elements™ Newswire

 

Wealth Strategies: Minimizing Taxes on Your Estate

Published by Milestone Asset Management on Aug 16, 2017

  Minimizing taxes on your estate As the old adage goes, “nothing is certain but death and taxes”. So it is surprising that many of us are reluctant to address the issues that surround death, especially... Continue reading

Market Insights: S&P 500 low volatility streak ends at 58 days

Published by Milestone Asset Management on Aug 11, 2017

  Market Insights:  S&P 500 low volatility streak ends at 58 days It has been a very long time since we've seen the S&P 500 index move up or down more than 1% on a closing basis. In fact, it has been ... Continue reading

Wealth Strategies: How To - Estate planning for digital assets

Published by Milestone Asset Management on Jul 31, 2017

  How To: Estate planning for digital assets When we think of wills and estate planning we tend to think of our investments, properties, distribution of assets etc. But with this ever-changing world also... Continue reading

Market Insights: S&P500 posts 1153rd record high close, what happens next?

Published by Milestone Asset Management on Jul 28, 2017

  S&P500 posts 1153rd record high close since 1928, what happens next? If we were to do a poll of random investors, asking them this very same question, our guess is the answer would not be a positive... Continue reading

Market Insights: Second Quarter Wrap-up

Published by Milestone Asset Management on Jul 14, 2017

  Second Quarter Wrap-up Market Update After a very strong first quarter in global equity markets, the second quarter continued with a positive return, although the momentum certainly waned. Unfortunately... Continue reading

Retiring Abroad: Tax considerations for retiring in different provinces

Published by Milestone Asset Management on Jul 07, 2017

  Tax considerations for retiring in different provinces When deciding on your dream retirement destination, there are many factors to be considered. One important detail that should be taken into account... Continue reading

Wealth Strategies: Your Will and Taxes

Published by Milestone Asset Management on Jun 30, 2017

  Your Will and Taxes Many Canadians overlook the importance of effective estate planning. This includes updating beneficiary designations for all plans and policies and reviewing your will periodically... Continue reading

Market Insights: Yield curve mythbuster

Published by Milestone Asset Management on Jun 23, 2017

  Yield curve mythbuster In past missives, we have talked about our Milestone Recession Risk Composite which is an important tool for us to objectively gauge recession risk over the coming year. One of... Continue reading

Wealth Strategies for Business Owners: The Importance of Shareholders' Agreements

Published by Milestone Asset Management on Jun 16, 2017

  The Importance of Shareholders' Agreements Whether it’s a family owned business or one owned by unrelated individuals, for private companies with multiple shareholders, a shareholders’ agreement can... Continue reading

Milestone Elements™: Steve Nielsen & Shawn Boos named 2017 Portfolio Management Powerhouses by Wealth Professional Magazine

Published by Milestone Asset Management on Jun 01, 2017

  Steve & Shawn named 2017 Portfolio Management Powerhouses by WP Magazine We are pleased to announce that Steve Nielsen and Shawn Boos made the cover of Wealth Professional Magazine this month. This ... Continue reading