January 2017 - Kerr Financial

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Why wealthy families lose their fortunes in three generations

Interview with Krista Kerr - CEO Kerr Financial Group Krista Kerr was recently interviewed by Augusta Dwyer along with a number of other well-known C...

Categories: Kerr in the Media Tags:

Q4 – 2016 Quarterly Review

For the first ten months of the year, financial markets were jittery due to fears of recession, deflation, and overstretched valuations. Also top of...

Categories: Kerr Market Summaries Tags: Economic Overview, Equity Markets, Fixed Income Markets, Portfolio Positioning, Q4-2016 Quarterly Review

Make 2017 the year you take charge of your Finances!

Take control of your finances with these easy financial planning guidelines The new year is well underway and it appears 2017 will be a year of con...

Categories: Accounting Services, Personal Financial Planning Tags: easy financial planning, financial resolutions, improving finances, loan interest tax-deductible, net worth analysis, Paying-off debt, RRSP, TFSA

Canadians take note. You don’t have to be a U.S. citizen, or even a resident of the U.S. to be on the radar of the IRS

For a country that traditionally has eschewed high taxation, the United States nonetheless has a long fiscal reach beyond its borders. You don’t hav...

Categories: Accounting Services Tags: green card holder, resident alien, substantial presence test, US Estate Tax, US Income Tax, US Tax Resident, worldwide income

Air on the Side of Caution

Airbnb is an innovative travel company that offers accommodations around the world in private homes. The advantages are lower costs and unique surroun...

Categories: Accounting Services Tags: Airbnb

Another Log on the Fire

After November’s surprising post-election market rally, one couldn’t be blamed for feeling grateful going into the Yuletide season and basking in ...

Categories: Kerr Market Summaries Tags: canadian economic news, economic news, financial update, market summary