get our regular market updates
monthly briefs and insights right to your inbox
MACRO-ECONOMIC RESEARCH – Wag The Dog
Richard Croft, CIO discusses Zero Date to Expiration options, interest rates, yield shares and the value of Canadian banks for income focused investors…
Understanding the New CRA Changes to Bare Trusts
The Canada Revenue Agency (CRA) has recently made changes to how Bare Trusts are managed, reported and taxed in Canada. These changes can seem complex, but it's important for Canadian Taxpayers to understand their implications.
MACRO-ECONOMIC RESEARCH – Soft Landing?
The US economy appears to be on a path towards a soft landing, defying initial concerns of a downturn due to rate hikes. This stability, driven by strong consumer spending, a robust labor market, and fiscal stimulus, allowed the Federal Reserve to pause its rate hikes.
Experience a Real Approach to Wealth Management
Experience a Real Approach to Wealth Management - Wealth is not just about money; it's about freedom, security, dreams, and legacies.
What is Real Wealth Management™?
Real Wealth Management™ is a comprehensive approach to financial planning that focuses on maximizing and maintaining the real value of a client's wealth over time. It involves a combination of investment management, tax planning, estate planning, and risk management to ensure that all aspects of a client's financial life are addressed in a cohesive and strategic manner.
MACRO-ECONOMIC RESEARCH REPORT – The Fed Pivot
THE FED PIVOT Mark December 13th, 2023, on the calendar. This was the day US Federal Reserve (Fed) Chairman Jerome Powell gave the financial markets an early Christmas present… the long-awaited Fed pivot. The impact of this subtle change in Fed policy was...
Portfolio Managers’ Brief: December 2023
A brief review of market conditions and how they are impacting the management decisions of our Investment Review Committee (IRC).
Who is The Accounting Place
The Croft Financial Group (CFG) has made a strategic investment in acquiring The Accounting Place as part of an overall Real Wealth Management™ offering to our advisor partners and clients.
Research Report: The Symphony of Shifting
Those of us in the financial business spend a lot of our time explaining why things happen. The volatility investors have been experiencing in the last few months and particularly, over the past month, is fodder for explanation bias.
Investment management firm acquires additional expertise for its Real Wealth Management™ offering
Croft Financial Group now offers its advisors and clients additional financial planning, insurance, and tax planning expertise
