Taking Stock with Steele
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Taking Stock with Steele is our monthly newsletter where we share our insights and expertise. Our goal is to ensure that our clients are well informed of changes impacting our investment recommendations and local business decisions. We believe Knowledge Pays and we want our knowledge to help pay for you.
Previous Newsletters
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2021
- November 2021 - What it Means to be an Executor, Trustee or Power of Attorney
- October 2021 - Time For Your Children Yo Get A Financial Advisor? - Life Events Rule
- September 2021 - Pensioner or Commuter - Make the Right Choice for You and Your Retirement
- August 2021 - Principle Residence Exemption - The Great White North's Greatest Tax Break
- July 2021 - The Inflation Monster Cometh - How To Invest When Inflation Runs Rampant
- June 2021 - Lessons Learned From The Pandemic - SWM Reflects On The Past Year
- May 2021 - Alternative Investments - Why All Private Debt Funds Are Not Created Equal
- April 2021 - 2021-2022 Federal and Ontario Budgets - No Big Surprises
- March 2021 - RRSP and TFSA Overcontributions - What To Do If You Make This Mistake
- February 2021 - Life Stages of Insurance - Insurance Advice Adapts To Your Needs Over Time
- January 2021 - Covid and Housing - Seniors Now Have Another Reason To Stay Put
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2020
- December 2020 - COVID Travel Insurance - Who Offers It and Why It's Important If Traveling
- November 2020 - Sustainable/Responsible/ESG Investing What Are they and What's the Diff?
- October 2020 - Personal Finances Taking Stock Now That The Dust Has Settled
- September 2020 - The State Of Real Estate Dread At One End and Euphoria On The Other
- August 2020 - Recessionary Sloos Hath Cooked The Market's Goose?
- June 2020 - Taking Stock With Steele - Video Edition
- July 2020 - Is Your Advisor A Fiduciary? There Is A Big Difference Between Advisors
- May 2020 - Client Survey Questions Emergency Funds - How Big? Are They Necessary?
- April 2020 - Re-Open for Business? Politicians Eager to Restart the Economy
- March 2020 - Fighting the Coronavirus - Countries Unite Against Common Foe
- February 2020 - Coronavirus Outbreak State of the Spread and Economic Impact
- January 2020 - Travel Insurance - How to Find the Best Value for Your Situation
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2019
- December 2019 – Mutual Funds In an Exchange-Traded World
- November 2019 – Results of the Contest Celebrating 100 Issues of TSWS
- October 2019 – Steele Wealth Management Celebrates 100 Issues of TSWS!
- September 2019 – Canada’s Legal Cannabis Market
- August 2019 – New Technologies Empower Aging in Place
- July 2019 – Fixed Income
- June 2019 – The Big Business of Data
- May 2019 – Contrasting the Various Types of Eldercare
- April 2019 – Revisiting Canadian Housing
- March 2019 – Portfolio De-Risking
- February 2019 – Aging in Place
- January 2019 – Late 2018 Market Sell Off
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2018
- December 2018 – Ultimate Aging
- November 2018 – Digital Assets and Estate Planning
- October 2018 – Brand New High
- September 2018 – Brand New High
- August 2018 – Internet Killed the Conference Call Star
- July 2018 – Investment Protection at Raymond James Financial
- June 2018 – Progressive Conservatives win Ontario Election What to Expect
- May 2018 – Did Canada Just Reach Peak Pessimism
- April 2018 – Canada Market Housing Outlook 2018
- March 2018 – Federal Budget 2018
- February 2018 – Canada Pension Plan Enhancements
- January 2018 – Retirement Income Planning
- Steele Wealth Management
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