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The Great Debate Continues: Active vs. Passive

February 10, 2016, by Manarin Investment Counsel

Whether it’s sports, music or politics, life holds any number of “great debates” that never seem to reach a conclusion. In investments, that great debate asks the question, “Active or Passive Investing: Which Is Better?” The fascinating aspect of this debate is that equally intelligent people can argue polar opposite positions, leaving the rest of…

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Tax Time is Coming!

February 3, 2016, by John Burke

With tax season just around the corner, I thought I’d share a couple of recent articles on this topic I thought you might find of interest. First the topic of audits — and how to avoid one — is always popular. Even when you do your taxes correctly, you run the risk of an audit….

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Does Your Portfolio Fit Your Retirement Lifestyle?

January 25, 2016, by Manarin Investment Counsel

Most portfolios are constructed based on an individual’s investment objective, risk tolerance and time horizon. Using these inputs and sophisticated portfolio-optimization calculations, most investors can feel confident that they own a well-diversified portfolio, appropriately positioned to pursue their long-term goals.¹ However, as a retiree, how you choose to live in retirement may be an additional…

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What Bill Whittle Loves About Donald Trump

January 21, 2016, by Roland Manarin

Now that we’re in a Presidential election year, we’re seeing and hearing more and more about candidates, their views and their plans. In light of that, I thought I’d share a recent video by political commentator Bill Whittle, in which he focuses on what traits make GOP Primary forerunner Donald Trump particularly likable. Trump can…

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What is a Market Correction?

January 19, 2016, by John Burke

In light of recent stock market events, I thought I’d pass along a couple of informative articles about corrections, which occur when major indexes decline by 10 percent or more from a recent high. The first article, published by the Associated Press, outlines answers to some common questions about corrections, such as “what is a…

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Revising Estate Strategy Assumptions

January 13, 2016, by Manarin Investment Counsel

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an uncertain roller coaster in recent years, the rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.¹ In 2013, Congress raised the estate and gift tax exemption to $5 million…

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