The Surroundup – Page 3 – Surround Wealth Advisors

The Surroundup

REAL ESTATE OR STOCKS?

WHICH DO YOU THINK IS A BETTER LONG-TERM INVESTMENT – REAL ESTATE OR STOCKS? If you said real estate, you would agree with the latest results from Gallup’s 2024 survey, in which Americans at all income levels perceive real estate as a better investment than other options. In fact, real estate has been at the...

July 30, 2024

The Surroundup

B-SIDE: CLIENT INSIGHTS SURVEY FINDINGS

Photo by: Ann H (Pexels) The Client Survey from Absolute Engagement landed in your inboxes on April 25th. A very important exercise conducted by this leading client research company, the exercise and its various reports and insights gives us critical feedback on our ability to delivery on what you deem most important. Our highest priority...

June 27, 2024

The Surroundup, Videos

DOMESTICATE, OR BE DOMESTICATED: LIVING WITH PURPOSE IN THE A.I. REVOLUTION

“Good morning. It’s 7 A.M. The weather in Malibu is 72 degrees with scattered clouds. The surf conditions are fair with waist to shoulder highlines, high tide will be at 10:52 a.m.” – J.A.R.V.I.S, Tony Stark aka Iron Man’s A.I., from the movie Iron Man. Imagine waking up every day to a voice like this,...

June 27, 2024

The Surroundup

PROPOSED CAPITAL GAINS INCLUSION TAX RATE CHANGES

The last Federal Budget was delivered on April 16 of this year with several new tax measures. Perhaps the biggest news of this budget was the proposal to increase the capital gains inclusion rate from 50% to two thirds (66.7%) effective for transactions after June 25th, 2024. Capital gains incurred prior to this date will...

May 29, 2024

Shorts, The Surroundup, Videos

DON’T BE SCARED.

When the market is down, everyone is worried. And when the market is up, everyone is still worried. How should you feel about it? My advice is in this month’s video. By Adil Mohammed, CFP®, CIM®, FCSI® Wealth Advisor Assante Financial Management Ltd. NEW! You can watch my usual full-length video (above), or watch it in...

April 29, 2024

The Surroundup, Videos

WHAT KIND OF ADVISOR DO YOU HAVE?

Most people assume all advisors do pretty much the same thing. But that’s not the case. What’s the difference between an investment advisor, financial planner, financial advisor and wealth advisor? It’s all in this video. By Adil Mohammed, CFP®, CIM®, FCSI® Wealth Advisor Assante Financial Management Ltd. This material is provided for general information and should...

April 29, 2024

The Surroundup, Videos

THE RISE AND FALL AND RISE AND FALL… AND RISE (FOR NOW), OF BITCOIN.

Have you seen Bitcoin’s price lately? It’s skyrocketing! For good reason, this has raised the interest level of many clients to ask why, and when it might be a good time to consider cryptocurrency as part of a diversified investment strategy. At the same time, many are still cautious about investing in it just yet....

March 26, 2024

The Surroundup

B-SIDE: PLEASE COMPLETE THE CLIENT SURVEY!

The Client Survey is coming to your inboxes on April 25th This is a very important exercise conducted by leading client research company Absolute Engagement, giving us critical feedback on our ability to delivery on what you deem most important. Please participate by completing the survey. It only takes about 7 minutes to answer and...

March 26, 2024

Image of a desk surface scattered with tax forms. A large calculator sits atop the papers with the words Tax Time on the display.

The Surroundup

IMPORTANT: NEW AND EXPANDED TRUST REPORTING

It’s about that time of year where the mailbox starts getting filled with tax related documents. Many of us wait until the last minute to file, but here is a reason to start working on your taxes now! The Government of Canada has introduced new trust reporting rules that require all trusts, unless specifically exempted,...

February 27, 2024

Shorts, The Surroundup, Videos

FIVE THINGS THAT WILL STAY THE SAME IN 2024

There is so much time and effort put towards trying to predict the changes that will occur in a new year. Want to know what will stay the same? Find out in this month’s video. By Adil Mohammed, CFP®, CIM®, FCSI® Wealth Advisor Assante Financial Management Ltd. NEW! Introducing video shorts, in which Adil breaks down...

January 29, 2024

What We Think

REAL ESTATE OR STOCKS?

B-SIDE: CLIENT INSIGHTS SURVEY FINDINGS

DOMESTICATE, OR BE DOMESTICATED: LIVING WITH PURPOSE IN THE A.I. REVOLUTION

PROPOSED CAPITAL GAINS INCLUSION TAX RATE CHANGES

DON’T BE SCARED.

WHAT KIND OF ADVISOR DO YOU HAVE?

THE RISE AND FALL AND RISE AND FALL… AND RISE (FOR NOW), OF BITCOIN.

B-SIDE: PLEASE COMPLETE THE CLIENT SURVEY!

IMPORTANT: NEW AND EXPANDED TRUST REPORTING

FIVE THINGS THAT WILL STAY THE SAME IN 2024