January 2024 - Kerr Financial

Archives

Q4 – 2023 Quarterly Review

In spite of widespread concern about declining growth and expectations of recession at the outset of 2023, the economy proved to be quite resilient. ...

Categories: Kerr Market Summaries Tags: Economic Overview, Emerging Markets, Equity Markets, Fixed Income Markets, Portfolio Positioning, Q4-23 Quarterly Review

Shadows or Sunshine: The 2023 Year in Review and a Guide to Investment Strategies for 2024

Join us on January 22nd at 12 Noon EST for our upcoming webinar, where we will explore the nuances of the 2023 investment markets and pave a way for 2...

Categories: Investment Management Tags: equity, Equity Markets, Fixed Income, Fixed Income Assets, groundhog, groundhog day, investmentwebinar, marketreview, webinar, will he see his shadow

Unlocking Financial Benefits with Prescribed Rate Loans in Canada

In the world of financial planning, one strategy that has been particularly beneficial for high net-worth individuals in Canada is the use of prescrib...

Categories: Accounting Services, Investment Management, Kerr Family Office, Personal Financial Planning, The Kerr Report Tags:

It’s a Leap Year! Maximize Your Retirement Savings Before the RRSP Deadline of February 29, 2024!

As the RRSP deadline for the 2023 tax year approaches, remember, investing in your future is not just a February ritual but a year-round commitment. T...

Categories: Accounting Services, Investment Management, Personal Financial Planning Tags: 2024, Deadline, Deadline February 29, integrated investment management, Investment, Retirement Planning, RRSP, Tax, Tax Return