Investment Quarterly Reports

On this page you will find our quarterly market reviews. These reports feature world capital market performance and a timeline of events for the quarter. They begin with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

2017

First Quarter 2017: General Letter | Slides

2016

First Quarter 2016: General Letter | Slides
Second Quarter 2016: General Letter | Slides
Third Quarter 2016: General Letter | Slides
Fourth Quarter 2016: General Letter | Slides

2015

First Quarter 2015: General Letter | Slides
Second Quarter 2015: General Letter | Slides
Third Quarter 2015: General Letter | Slides
Fourth Quarter 2015: General Letter | Slides

The Border Guide

Now available in its 11th edition, The Border Guide has sold over 80,000 copies and is considered the definitive cross-border financial tool for Canadians living, working and investing in the United States.

A Canadian's Best Tax Haven

This book will show you how to realize your dream of living a lifestyle in a climate that allows for year-round golfing and sandy beaches while lowering your taxes and cost of living.

Taxation of Canadians in America

This book addresses individual US taxation and estate planning issues you will face as a Canadian living in the US.

Taxation of Americans in Canada

US citizens and green card holders are subject to US tax regardless of where they reside in the world. Are YOU at risk?