Written by Senior Planner, J. Bradford Flecke, JD, CFP®      Florida is a top relocation choice for US and foreign businesses: no winter slowdown, great leisure opportunities, a generally business-friendly environment, and no personal income tax.  Canadian entrepreneurs interested in Florida should be aware of the following tax changes: For tax years beginning [...]

Keats Connelly CEO, Dale Walters, quoted in Globe and Mail…

  Written by Senior Planner, J. Bradford Flecke, JD, CFP®     In an August 2, 2011 press conference (transcript), US Citizenship and Immigration Services (USCIS, formerly USINS) announced some changes that benefit foreign investors and entrepreneurs.  These changes are within agency discretion.  In other words, they can be implemented without Congressional authorization.  Expect the [...]

By Pauline Prescott of Aluxio Homes James and Melissa were looking for a second home in Scottsdale and after a few months they closed on a property then headed back to Toronto.  One of their friends in Scottsdale had taken a set of keys and promised to “check in” on the property and keep them [...]

Dale Walters, CEO of KeatsConnelly was recently quoted in an article that ran in the August 12th edition of the Phoenix Business Journal. Read the article “Downgrade Distress” here.

Written by Bob Veres/Editor and Publisher of Inside Information Normally, the very last thing we would want to do is call your attention to daily market movements, because all of the worst investment decisions are made with a short-term focus.  But I want you to be aware that we are following, very closely, the market [...]

Bob Keats quoted in the Arizona Republic about Canadians vacationing, visiting or retiring in Phoenix Arizona.

Click here to read our own Bob Keats weigh in on Canadian tourism in West Phoenix in an Arizona Republic story from August 2011.

Written on August 2nd by Senior Investment Officer, Peter Eickelberg By now you have probably seen the news that the Dow Jones Industrials Average fell over two percent today after Congress finalized a deal to raise the US government’s borrowing limit. We were somewhat surprised by the negative market reaction given what was otherwise modestly good news. [...]