Market Pulse

Market Pulse - The Week in Review

June 18, 2024 - Lyndsay Astley

Experience concise financial news with Market Pulse: The Week In Review

Articles

A new family calls for a new estate plan

If you have children and remarry, you’ll likely wish to provide for your children in your estate plan. We have five methods for you to consider....

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How falling interest rates impact your financial life

We’ve had several years to see the results of rising interest rates. Now, it’s time to learn what happens to cash, bond and equity investments when interest rates fall....

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When a wealth plan is fluid

Your wealth plan is a roadmap to achieving your life goals—but it’s subject to change for multiple reasons. Find out why this important plan should never be set in stone....

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Planning for market volatility

Do you shudder when you hear “volatility?” See how you can be prepared financially and psychologically for market swings—and that includes remembering volatility’s upside....

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Five items often overlooked in a will

Did you know that if the sole subscriber of a Registered Education Savings Plan passes away, plan assets don’t go to the child? You can correct this in your will and address these four other issues....

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Take advantage of family and caregiving benefits

Financial help is available when you’re caring for a child or adult family member. Learn about common and lesser-known federal government benefits....

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Wealth planning is different when you’re single

Singles have different financial needs than couples or families. See how these differences affect virtually every component of wealth planning throughout each chapter of your life....

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Are markets undervalued? Where are the opportunities?

With interest rates likely at or near their peak, the market should move from being priced based on interest rate expectations to a focus on valuations....

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ETF Taxation: Tax-loss Selling and Identical Property

Tax-loss selling is a popular strategy for making use of capital losses in non-registered investment accounts. The losses can be used to help offset capital gains realized elsewhere in a portfolio....

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Have you planned for digital assets

Imagine your executor needing to access your bank account without your password. That’s just one reason it’s critical to include digital property in your estate plan....

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