Newsletter survey

We would like to thank all our clients who took the time to complete our survey on The Independent Source. Your feedback is extremely valuable to us. One lucky client who gave their name won a $250 VISA Gift Card.
 
We will be working to improve the content and the look of the newsletter over the coming months. Some general themes from the survey results are:

• Clients like the name “The Independent Source”, and most are aware that the team creates the content for the newsletter.
   
• There is an appetite to have more content on emerging trends in the investment world, such as blockchain and artificial intelligence, and how this could impact investors.
    
• Clients would like to see more articles on tax and estate planning, market updates, and practical tips on managing wealth.
   
• Clients would like to see less book reviews.
   
• Most clients are happy receiving the newsletter on a monthly basis.

If you didn’t get a chance to take the survey and would like to make comments or suggestions about our newsletter, please email us or give us a call. We would love to hear from you.

Personal tax strategies

Reducing and deferring the tax you pay

Investing time and effort as you prepare your personal tax returns can result in substantial tax savings. To assist you in identifying potential opportunities to reduce taxes and protect your family’s wealth, we have prepared this education report.

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Volatility 101: An introduction to market volatility

Why are stocks such a volatile asset class? There’s no simple answer, but one reason is that there are countless factors that can affect a company’s future profits, and many potential interpretations of those factors by millions of investors around the world.

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Bear Beta

The S&P 500 has just completed its best reporting season in a heck of a long time, with growth in earnings of 25% and sales of 10%. It’s hard to complain. Not to be outdone, the TSX is on track to post 20% earnings growth and 16% sales growth. Bond yields, while higher relative to the past half decade, remain somewhat contained in a range that the market appears to be comfortable with. The global economy continues to grow at a decent pace and this growth is very broad based. This is the ‘glass half full’ side of the current macro picture.

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Dr. Pippa Malmgren: Social Media Data Mining is the new Geopolitical Frontier

Here is a very interesting podcast from Macro Voices and well renowned Geopolitical Analyst Pippa Malmgren. They discuss world politics, trade, data mining and artificial intelligence. It will blow your mind.

• Fast forward past the intro to the 20 minute mark to get to Pippa’s segment:
   
• Transcript of the podcast interview for this episode

Barney Bentall and the Cariboo Express are coming Saturday, November 24 and we want YOU to join us!

The 13th annual Barney Bentall & The Cariboo Express concert in support of Potluck Cafe Society will be held at the Vogue Theatre in Vancouver on Saturday, November 24th, 2018 at 7:15 pm.
 
Fantastic music + charitable cause = a must-do event for JSK Partners clients!

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