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Warren Buffett has a classic rule when it comes to market volatility:   “Be fearful when others are greedy and greedy when others are fearful”.   Investor anxiety normally tends to rise in step with market volatility because most people are concerned about trying to pick the best time to …

Ottawa dropped Estate Taxes over forty years ago. All the provinces did away with Succession Duties by 1985. We thought that was the end of taxes arising at death. We were wrong.   Ask yourself these questions:     If you answered ‘yes’ to any of these questions, you may …

The recent market turmoil triggered by the COVID-19 virus (and its possible impact on economic activity) brings to mind some observations by legendary investor Warren Buffett. During his years of investing, he has famously stated that in the short-run (days, weeks, and months) the investment markets are a voting machine. …

Before a sky scraper can reach for the clouds, it needs a very strong foundation. Once the building is complete, the foundation is virtually unseen. The same goes for a financial strategy. The following are the basics of a strong financial foundation:   Budget – Governments and businesses use budgets …

We are all familiar with the following perennial adage: “health is wealth”. Regardless of any financial circumstances you may have, optimum health allows you to enjoy long trips overseas, partake in your grandchildren’s life, physical activities such as golf as well as looking forward to your retirement years. No one …

One of the world’s richest men, Warren Buffett, acquired his wealth by following a very simple rule during times of market volatility: “Be fearful when others are greedy, and be greedy when others are fearful.”   With mass media websites trumpeting headlines like “Oil collapse and global stampede out of …