Taking Stock with Steele

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Taking Stock with Steele is our newsletter where we share our insights and expertise. Our goal is to ensure our clients are well informed. We shift through the noise and only bring important topics of discussion and planning points that are relevant and useful. We believe Knowledge Pays and we want our knowledge to pay for you.



Contemplations on the Complicated Consequences of Joint Accounts

Contemplations on the Complicated Consequences of Joint Accounts
02.26.2026 // Taking Stock with Steele
Joint ownership of financial assets...is often viewed as a panacea for easily transferring assets to beneficiaries after death in a tax efficient way. Owning financial assets in joint name is a common technique used in estate planning. However, many may not fully grasp the complicated nature of joint accounts and the legal, tax and succession risks involved.
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Fourth Quarter 2025 : Sometimes It Pays to Gold with the Flow

Fourth Quarter 2025 : Sometimes It Pays to Gold with the Flow
01.21.2026 // Taking Stock with Steele
2025 finished the way it started – metals and mining stocks outperforming and big tech underperforming...While there are good reasons for this sector to continue its outperformance, the prices of underlying commodity prices are beginning to look quite stretched...A reversal in metals prices could present a headwind for metals and mining stocks although many mining companies have not fully adjusted to current metals prices anyway.
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Your Steele Wealth Management Team: Our Year-in-Review
12.23.2025 // Taking Stock with Steele

Together, your partnership and our team's efforts made 2025 another remarkable year for Steele Wealth Management. Thank you for your continued partnership; we welcome your referrals and look forward to working with you in the year ahead.

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The Bridgeable Gap What is Income Splitting and How Does It Help

The Bridgeable Gap What is Income Splitting and How Does It Help
10.29.2025 // Taking Stock with Steele

In a world of seemingly endless uncertainty for your wallet and buying power – high inflation, high interest rates, tariffs – it is important to focus on the things we can control. One way to boost one's current and future income and wealth is to split income with your spouse... Income splitting is a tax-planning strategy that shifts taxable income from the higher marginal tax rate spouse's hands to the lower marginal tax rate spouse's hands, taking advantage of their lower marginal tax rate.

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Third Quarter 2025 AI: The Self-Perpetuating Machine

Third Quarter 2025 AI: The Self-Perpetuating Machine

10.20.2025 // Taking Stock with Steele

The Artificial Intelligence (AI) Boom Broadens and Hits the Self-Perpetuating Phase, Pulling Markets Higher Despite Weak Economic and Labour Market Trends. Current and future investments and planned investments into computing capacity for generative AI tools like ChatGPT, Grok and Perplexity ramped up in Q3.

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