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Wealth Advisor Newsletter
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Wealth Advisor is a quarterly newsletter published by BMO Harris Private Banking to help inform and educate you about issues relating to wealth management. Wealth Advisor covers such topics as portfolio construction, managing risk, charitable giving, living abroad, retirement planning, creating trusts and much more.
Articles by Topic
Investment Management
Estate & Trust Services
Philanthropy
Market Outlook
Specialty
Investment Management
Safety (reconsidered) – the hidden risk in cash and bonds
Summer 2009, Volume 10, Issue 3
Markets have mood swings too – the SAD effect on stocks
Winter 2009, Volume 10, Issue 1
Can markets suffer from depression, just like people do? The surprising answer is yes, according to researchers at the University of Toronto’s Rotman School of Management.
When the best offence is defence – How to profit from the mistakes of elite soccer goalkeepers
Winter 2009, Volume 10, Issue 1
Although we cannot control the stock market, the bond market, or the economy, we can control our responses. Like successful goalkeeping, investing requires a disciplined, flexible strategy that balances taking action with holding the centre.
Fear Drives Market Woes…for now
Fall 2008, Volume 9, Issue 4
September, October and November were rocky months for global capital markets. Paul Taylor, Chief Investment Officer at BMO Harris Private Banking, talks about the meltdown and what we’re doing – and not doing – to manage through it.
The Red Lily Roars
Summer 2008, Volume 9, Issue 3
Saskatchewan’s blooming economy is good news for Canadian markets. The province whose symbol is the Western red lily may very well lead Canada in growth this year.
Suffering from Arctophobia?
Spring 2008, Volume 9, Issue 2
Archtophobia, or “fear of bears,” is a contagious and widespread investor affliction spread by gloomy business news. If the financial markets are getting you down, you are not alone.
Bridging the Yield Gap
Winter 2008, Volume 9, Issue 1
Clients in — or nearing — retirement need diversified portfolios that generate sustainable, tax-efficient yield.
Estate & Trust Services
Our one-day college of money knowledge - Seminar guides clients through financial fundamentals
Fall 2009, Volume 10, Issue 4
Survey of wealthy families reveal children may not be ready to handle inheritance
Summer 2009, Volume 10, Issue 3
Majoring in money
Winter 2009, Volume 10, Issue 1
If your son or daughter (age 18 to 25) could benefit from a course in Money 101, one of our 2009 BMO Harris Private Banking Financial Fluency seminars might be just the thing.
Not getting any younger
Summer 2008, Volume 9, Issue 3
Research shows that there are a number of myths about aging. With our emphasis on serving high-net-worth seniors, BMO Harris Private Banking wants to be a leader in debunking some of these misconceptions. To that end, BMO Harris Private Banking has launched a cross-country Lecture Series, "Aging, Health & Society: Challenges and Perspectives for Canada."
Money Talks
Spring 2008, Volume 9, Issue 2
Wealthy parents face a challenge in educating the next generation on the basics of money management. For BMO Harris Private Banking clients, the answer is the Financial Fluency Program.
New Views of the Golden Years
Winter 2008, Volume 9, Issue 1
Experts talk about aging and what’s next for older Canadians.
Philanthropy
Tough Choices for Charities
Fall 2008, Volume 9, Issue 4
Canadian charities are bracing for a difficult 2009: investment income is down; demand for services may well increase. Meanwhile, donors are scrutinizing their expenditures.
A Reality Check on Charity
Fall 2008, Volume 9, Issue 4
Is your charitable gift going to those who really need it? Are the charities you support using the money effectively?
Falling in Love
Summer 2008, Volume 9, Issue 3
When you do find a charity that’s just right, often there’s that “click” of everything falling into place – just like when you fall in love. What you do about that feeling can change not only your life, it can also help change the world.
Market Outlook
Leading indicators signal recession’s easing
Fall 2009, Volume 10, Issue 4
Bear bounce or bull beginning?
Summer 2009, Volume 10, Issue 3
A Few Hopeful Signs
Spring 2009, Volume 10, Issue 2
The shape of things to come
Winter 2009, Volume 10, Issue 1
Specialty
The Bank of Montreal in China - Doing business for two centuries
Fall 2009, Volume 10, Issue 4
Survival Tips for your Family Business – Succession in a Recession
Spring 2009, Volume 10, Issue 2
Long-Term Financial Security for the Disabled – Registered Disability Savings Plan
Spring 2009, Volume 10, Issue 2
New TFSA Benefits Savers
Fall 2008, Volume 9, Issue 4
A new incentive to save, and save tax, became available to Canadians on January 2.
Nothing Succeeds Like Success
Spring 2008, Volume 9, Issue 2
Real-life stories from Canadian businesses in transition - Only one in three family businesses survives the transition to the second generation. In this issue, we talk to Sean Foran, Vice President, Succession Planning, BMO Harris Private Banking, and succession planning consultant Sarah Kruger.
The New Retirement - How It Will Change Our Future
Winter 2008, Volume 9, Issue 1
A new book entitled The New Retirement by Sherry Cooper, global economic strategist and executive vice-president of the BMO Financial Group, outlines how we can ensure physical and fiscal independence as we phase out of employment.
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