We have a new name!

You may have noticed a difference in our email signatures as of
April 1. To recognize Neil Kumar as a partner in the business,
we have changed our team name from Jefferson | Steele Partners
to JSK Partners! This stands for Jefferson Steele and Kumar.
We have a new web address, www.JSKPartners.ca, but don’t worry, www.JeffersonSteele.ca still works. Please let us know if you have any questions.

The Market Cycle of Emotions – Russell Investments

The essential goal in investing is to buy low and sell high, but that’s not what investors who follow their emotions often end up doing. When they listen to their hearts instead of their heads, they can make decisions that are counterproductive to their investment goals.

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Markets in Transition – QV Update

Despite all the talk about improving global economic conditions and investors clamouring to maximize returns, we think we’re in the midst of a transition to more challenging times. It is therefore not the time to be increasing one’s risk exposure. 2017 went down in stock market history as one of the smoothest annual rides investors have ever experienced.

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The 7 benefits of using an independent fiduciary

Our clients often have questions about either being an executor or choosing an executor for their estate. While the answers are dependent on their circumstances, we will often recommend a professional executor or a professional power of attorney. I read this great article from CV Trust, which is a non-deposit taking professional trustee and executor in Vancouver. I think Steve Ivacko, Principal at CV Trust, does an excellent job of summarizing why a professional may be the correct answer. Please let us know if you have any questions or would like an introduction to Steve and his team.

– Tyler

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Essential Tax Numbers: Updated for 2018

A reference list of the tax numbers for 2018.

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