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An Index Overview - Part IV: Index Investing - Opportunities and Obstacles
Submitted by Desmond Wealth Management, Inc. on March 22nd, 2017An Index Overview - Part III: Index Mechanics - Interesting Idiosyncrasies
Submitted by Desmond Wealth Management, Inc. on March 17th, 2017An Index Overview - Part II: A Few Points About Index Points
Submitted by Desmond Wealth Management, Inc. on March 1st, 2017As we covered in our last piece, indexes have their uses. They can roughly gauge the mood of a market and its participants. If you’ve got an investment strategy that’s designed to capture that market, you can see how your strategy is doing in comparison... again, roughly. You can also invest in an index fund that tracks an index that tracks that market.
An Index Overview - Part I: Indexes, Defined
Submitted by Desmond Wealth Management, Inc. on February 20th, 2017Since nearly every media outlet on the planet reported the news, you probably already know that the Dow Jones Industrial Average topped 20,000 for the first time on January 25, 2017. However, when a popular index like the Dow is on a tear, up or down, what does it really mean to you and your investments?
Be Prepared for a Bear Market
Submitted by Desmond Wealth Management, Inc. on February 13th, 2017The Art of Asset Location
Submitted by Desmond Wealth Management, Inc. on February 6th, 2017When it comes to buying or selling your home, most of us already know that the price depends on three things: location, location, location. Asset location is a similar if less familiar rule that applies to your investments. By managing asset location within your portfolio, we help you keep as much of your wealth as possible – even after the tax man takes his cut.
Round 'em Up and Shake 'em Down
Submitted by Desmond Wealth Management, Inc. on February 3rd, 2017Go-With-the-Flow Investing
Submitted by Desmond Wealth Management, Inc. on February 1st, 2017Change in Washington, Changing Tax Laws & How Canada Compares
Submitted by Desmond Wealth Management, Inc. on January 30th, 2017Given how long the 2016 presidential election season was, you're probably in one of two camps right now: ready to move to Canada, or relieved you don't have to. Either way, it's likely that more Americans have actually thought about Canada in the last year than in the entire last century. So, let's take a look at how Canada's tax system works, eh?