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115 results from “spending”

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Long-Term Outlook: Capital Market Assumptions - 2026 Edition

BMO’s annual capital market assumption process provides 10-year return forecasts for major asset classes, informed by historical relationships and lo…

DAN PHILLIPS, CFA® CAROL SCHLEIF, CFA, SASB-FSA
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Market Insights - Private Markets Insights: 2026 Outlook

BMO’s 2026 Private Markets Outlook sees improving conditions driven by lower rates and AI investment, while emphasizing disciplined, selective alloca…

BMO WEALTH MANAGEMENT U.S.
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Special Market Update - Alternative Currency Carnage

02-06-2026. Gold and Bitcoin have fallen sharply as a firmer U.S. dollar and expectations of less dovish monetary policy reduced their appeal.Alterna…

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Special Market Update - Iranian Strike

03-02-2026. The U.S. and Israel launched a coordinated strike on Iran early Saturday after stalled negotiations, targeting IRGC leadership, remainin…

DAN PHILLIPS, CFA®
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Special Market Update - Weathering the Strike

2026-03-24. Iran tensions ease, oil retreats, and markets recover—though energy risks linger.Special Market Update - Weathering the Strike  T…

DAN PHILLIPS, CFA®
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The Confidence Gap: From uncertainty to financial clarity, the journey to rebuilding wealth after divorce

"Financial confidence is directly correlated to one’s involvement in household finances. Women who deferred money management to their spouse during m…

BMO WEALTH MANAGEMENT U.S.
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The Emotional Currency of Wealth Transfer: Navigating Complex Conversations

Money is emotional. Within families, differing values, financial literacy levels, and expectations around inheritance can create tension and avoidanc…

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Three reasons to think about your charitable intentions prior to “giving season”

Charitable giving is rising, but 2025 brings new challenges: nonprofits face funding cuts, disaster relief needs remain high, and major tax law chang…

BMO WEALTH MANAGEMENT U.S.
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Thrivefecta - Season 3

Listen to women thriving in business and lifeBMO Wealth Management is proud to present season three of the Thrivefecta podcast as part of our celebra…

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Weekly Strategy Perspectives - Between the Lines: What to Watch for This Earnings Season

Earnings season has finally arrived, and while AI can summarize the headlines, the real insight may come from the subtler signals—what management tea…

CAROL SCHLEIF, CFA, SASB-FSA