Introducing Dave (DJ) Bowen, BSc CIM, Research Analyst
Capstone Asset Management
It’s that time of year again, tax time! Although no one likes having to pay taxes there are options to alleviate your tax bill or perhaps even get a refund depending on your situation.
It is important to ensure that you are in possession of all your tax slips, in order to accurately file your income taxes.
In the latest Issue of our Investors' Journal, we go back to basics, take a closer look at investing in Real Estate and address some of the hype around cryptocurrencies.
Believe it or not, 2018 is just around the corner. This means that in less than a few weeks’ time your social media feed (should you partake) will begin to revolve around the New Year and perhaps, the Resolutions you might be making. We’d therefore like to jump the queue on this in order to plant some seeds now. The theme being how to become more effective stewards of our wealth and we hope it is in that spirit that you will celebrate the Christmas season and New Year.
As the end of the year quickly approaches, people often go into giving mode for varying reasons. For some, it is the spirit of Christmas and giving to those who have less than ourselves. For others, it is for the practical reason of the timing of a Donation Tax Credit. Or perhaps it is some combination of the two. Whatever the reason, we’d like to unpack some of the benefits of giving now and ways to be charitable.
It is with bitter sweetness that we are saying good bye to Loretta Nanninga. Loretta and her husband Mike are expecting their first child at the end of November and she will transition to being a full-time mom and working alongside her husband in their Church ministry. Since joining the Capstone team in October 2014, Loretta's sincere desire to serve Capstone's clients with care and excellence has made her a valued member of our team.
Our quarterly Fund Commentaries provide a brief overview of fund activity, market outlook, and return information.
Why does the macro matter? Do interest rates impact my portfolio? Should I pay off my line of credit or invest?
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Q3 Fund Commentaries
October 20, 2017Our quarterly Fund Commentaries provide a brief overview of fund activity, market outlook, and return information.
Capstone Asset Management