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Cross Border Investing
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Cross Border Investing
Diverse selection of financial news, tips, tutorials an updates.
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Part 3: Preparing to Exit the United States for Canada?
By John McCord, Cardinal Point Wealth Management
Canadian and American citizens move across the 49th parallel for education, employment and retirement reasons. Clearly, many overt similarities exist between the two countries and their citizens. However, the tax systems operate under unique mandates. . . . keep reading
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Part 2: Preparing to Exit the United States for Canada?
By John McCord, Cardinal Point Wealth Management
It is important to plan ahead when exiting the U.S. for Canada. Failing to do so can be costly both in terms time and money. Aside from the logistics of a move, one must also consider retirement planning, deferred compensation arrangements, currency conversion, the Canada U.S. Tax Treaty, insurance needs and estate planning . . . keep reading
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Preparing to Exit the United States for Canada?
By John McCord, Cardinal Point Wealth Management
A move to Canada from the United States is not as simple as many individuals and their advisors believe. Misconceptions exist due to a lack of experience and training. There are a variety of reasons for emigrating to or moving back to Canada. . . . keep reading
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Part Four: Preparing to Exit Canada for the United States?
By John McCord, Cardinal Point Wealth Management
It is important to have an experienced cross-border attorney analyze an existing estate plan prior to a move. In like manner, a U.S. cross-border attorney and a Canadian cross-border attorney are often consulted when assets remain on both sides of the border. . . . keep reading
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Current Market Conditions Update
By John McCord Cardinal Point Wealth Management
The S&P 500 is down approximately 13% during the past three weeks and we have experienced 4%-7% daily market swings the past four days. European and Asian markets have not fared any better as most have experienced even steeper losses. Clearly, periodic retrenchments do not bode well for investor confidence. Is the glass half-full or half-empty? . . . keep reading
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Canadian Owners of American Property
By Adam D. Cappelli, Partner, Cambridge LLP
If you own assets situated in the United States it is important to consider how much foreign property may impact your broader estate plan. There are many issues that make U.S. situated property an asset for which specific planning is necessary. Among these issues are U.S. estate administration costs, probate fees and U.S. estate taxes. . . . keep reading
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Gold Enthusiasts: Still Waiting for Inflation
Pacifica Partners
One of the underlying premises of the investment merits of gold is that "reckless government printing of money" is debasing paper currencies and this will ultimately lead to runaway inflation. While the theory sounds reasonable, the problem is that the facts do not back up this inflationary thesis -- so far. . . . keep reading
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Pacifica Partners TV interview on BNN
Courtesy of Pacifica Partners
Pacifica Partners' President and Chief Investment Officer, AJ Sull, was interviewed today on Business News Network. Topics of discussion included our current asset allocation and stocks into which we would possibly deploy our cash reserves. . . . keep reading
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