THOUGHTS on “THE PSYCHOLOGY OF MONEY”

We’re regularly working towards improving our education so that we can help you. One of the things we did (well Mark and I did) this Christmas holiday was to review The Psychology of Money. It’s a book detailing timeless lessons on wealth, greed, and happiness, written by Wall Street Journal columnist Morgan Housel. The book […]

THOUGHTS on “THE PSYCHOLOGY OF MONEY”

We’re regularly working towards improving our education so that we can help you. One of the things we did (well Mark and I did) this Christmas holiday was to review The Psychology of Money. It’s a book detailing timeless lessons on wealth, greed, and happiness, written by Wall Street Journal columnist Morgan Housel. The book […]

TIPS AND TRAPS OF CAPITAL LOSS PLANNING

The COVID-19 pandemic has resulted in an economic downturn, volatile markets, and financial challenges for many businesses. Year-end tax planning is always valued, but perhaps this year more than ever. Let’s examine various considerations around capital loss planning from atax perspective, including the general rules and issues around superficial losses, and discuss the impact of […]

SCHNEIDER INSURANCE UPDATE

With the exception of some volatility in the last few weeks, stock markets have remained amazingly resilient.  Given that corporate earnings in numerous sectors have collapsed, it would be easy to assume a significant market pullback would have similarly occurred.    That may come yet but the fact that we’ve had such relative resiliency since […]

DRIVEN TO DISTRACTION

Here’s how driving factors into insurance underwriting. Cassie Schneider Thanks to a clampdown on drunk driving, more use of seatbelts, and cars equipped with airbags and the technology to help avoid accidents, the number of deaths due to motor vehicle accidents has decreased over the past few decades. However, the risks of mortality and morbidity […]

HOCKEY AND THE CORONAVIRUS

We are Canadian. And so we think of things in Canadian terms.   Even in this upside-down year with hockey season being played at the height of the summer. Some of us (like Mark) like to use hockey analogies. And the timeline of a hockey game is actually a pretty good analogy to use on […]