Watch Bloom Investment Counsel Inc.’s Kevin Willis join O’Sullivan Estate Lawyers LLP’s Margaret O’Sullivan, Susannah Roth, Marly Peikes and Stephanie Battista for a comprehensive discussion on protecting a child’s inheritance.
You probably think your current estate plan covers all your assets, from real estate or a business to investment accounts, and therefore protects your loved ones and the assets you’ve worked hard to accumulate—but what about your digital assets? In this article, we discuss the definition of digital assets, give examples of what they encompass, and explain why planning for a digital legacy may be an important update to your estate plan.
As a follow on to our articles Growth vs. Value Investing—How do These Two Styles Differ? and Can You Be Both a Growth and a Value Investor?, in this article we focus on income (dividend) investing as it pertains to equity portfolios. What is income (dividend) investing and where do dividend investors fit within growth and value investing styles?
Growth and value investing are two types of investing styles, each with strong proponents and opponents… but can you be both a growth and value investor? The short answer is yes.
When building your wealth, is it better to rent or buy a home? Contrary to popular perception, renting doesn’t necessarily mean that you are throwing money away every month and buying doesn’t necessarily mean that you are building more wealth in the long-run. It all depends on what you do with your money—subject to current interest rates, the state of the housing market, and the state of the economy. Here are some monetary considerations connected with the “rent vs. buy” decision.