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102 results from “tax planning”

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Insurance as a strategy for your business and family legacy

Building and running a successful business can be hugely rewarding, both personally and financially, but it comes at a cost.Building and running a su…

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January Monthly Portfolio Pulse - Path of Least Resistance

01-20-2026. Risk Assets Find Support Amid Strong Growth and Easing InflationEquity market momentum has shifted to small and mid-cap equities – …

DAN PHILLIPS, CFA®
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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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Stock market selloff – tariffs and then some

Equity markets in both the U.S. and Canada are being rattled by a combination of tariffs and, at least in the case of the U.S., convergent factors in…

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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 - Breathe

Week ending 03-07-2025. The Through Line: Our natural wiring prompts us toward a desire for instant (and all-too-often hyper emotional) reaction to …

CAROL SCHLEIF, CFA, SASB-FSA
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Weekly Strategy Perspectives - Surprise, Surprise

Week Ending 12-18-2025. Surprise delights writers—but rattles investors, and 2025 had plenty; here are the biggest shocks and lessons for the year ah…

CAROL SCHLEIF, CFA, SASB-FSA