SCHNEIDER INSURANCE UPDATE

Resilience has been the best term we can apply to markets as of late. Despite concerns over rising inflation and interest rates, supply chain issues, a Chinese property market collapse and a new energy crisis, markets have been able to pull back from a September slow down and are now once again at or very […]

SCHNEIDER INSURANCE UPDATE

Markets have moved higher for yet another quarter.  Encouragingly, large-scale volatility has been mostly absent as record GDP growth in the U.S. has now exceeded pre-pandemic levels.   While bond portfolios may not have been stand-out performers, they continue to provide portfolio stability. This has been encouraging given that we are overdue for both a […]

AN IDEAL RETIREMENT MEANS DOING WHAT YOU LOVE

I’ve had a few clients ask about retirement lately.   Not theirs, but mine.   It got me to thinking. Perhaps other clients were wondering if or when I was going to retire?   So, I thought I’d address the issue head-on, along with our approach and plans here at Schneider Insurance.   Our success […]

SCHNEIDER INSURANCE UPDATE

Despite some recent volatility, stocks have continued to move higher over the past few months. We’ve seen record gains as corporate earnings in the U.S. have recently surprised almost all analysts. On the S&P 500, a standout 87% of corporate earnings beat expectations.  That goes a long way to justify historically very expensive price-earnings multiples. […]

SCHNEIDER INSURANCE UPDATE

Despite mixed earnings,  an ongoing pandemic and the threat of considerably higher taxes coming with Joe Biden’s administration, markets have continued to nudge higher over the past couple of months.  It would be normal, with signs of an overheated market to wonder, a) why things remain so buoyant and b) when we’ll see the next […]

SCHNEIDER INSURANCE UPDATE

The economic and coronavirus news remains grim, yet the markets have remained on largely an upward trend.   Why? Inflation is coming.    With the news last week that the U.S. economy shrank at a historically annualized rate of almost 33% in the April to June quarter along with news that the U.S. Federal weekly […]

SCHNEIDER INSURANCE UPDATE

It’s been a month since our last update and things have not improved.  I’m not talking about the markets (they’re up), but rather the Coronavirus and its ramifications on society and the global economy.  A few days ago, the IMF confirmed what was starting to become clear during our last update. That the global economy […]

SPOUSAL SUPPORT

From time to time Separation Agreements and the obligations and spousal support payments come under dispute. It is important to understand tax and other consequences when attempting to change or amend a separation agreement and to include your accountant and lawyer in the process. When couples experience a break down in their relationship, one of […]

THE NEW (OLD) NORMAL

Markets are likely to continue to bounce around with greater volatility than we’ve seen for the past decade. We’re calling it the New Normal.  A return to markets of old.    Fortunately, 2019 seems to be off to a good start as we’ve seen a rebound from a terrible month of December (which was the […]

EXPANDING THE CRA’S INVENTORY OF DATA ASSETS

In the 2017 federal budget, the government announced it was considering new ways to improve tax reporting requirements for trusts in order to better collect beneficial ownership data. This has led to an announcement in the 2018 federal budget that outlines the government’s intention to bolster the Canada Revenue Agency’s (CRA) ability to audit trusts […]