Sunil's Blog & Market Update

Are your personal assets protected from your creditors? While no plans are foolproof, here are a few approaches to consider. Think of them as discussion prompts to use with financial and legal advisors, since this is an area in which you’ll need expert guidance

With more investors making use of the Money Market Fund inside the Guaranteed Investment Funds product, Question arises about interest distributions are reflected on client statement and why your book value may be higher than your market value

Estate planning is an emotional task with major financial consequences – it can feel overwhelming at times. On the bright side, you have many helpful tools at your disposal. For example, have you considered estate planning with life insurance?

After all, in the past, there may have been two of you to help pay for essentials like your mortgage, utilities, groceries and insurance — not to mention dinners out and coffee runs. If you're feeling a bit overwhelmed, focus on the basics, like establishing new finances goals and a budget

We know they’re out there: an email that doesn’t sound quite right, a link that feels just a little shady, or a security alert about the password you used on that site. Join this webinar to find out how to protect yourself online. Learn to spot the most common scams and get practical tips that can keep you and your money safe.

For commercial real estate (CRE) borrowers and lenders, central banks have been a persistent source of frustration in recent years. Aiming to rein in stubborn inflation, the Federal Reserve and most of its peers have maintained elevated interest rates longer than anticipated

The commercial real estate landscape in 2025 is shaped by structural uncertainty driven by geopolitical tensions, persistent inflation, and an unpredictable interest rate path

Systematic equity investing – using diversified factor exposures including value, quality, growth, and momentum – can provide durable sources of excess return potential and help portfolios weather policy shocks and market volatility.

We all make mistakes even if we’d rather not. Are you worried about making a mistake with your investment and money? Join this webinar to learn four valuable lessons from four common investing mistakes. If you're new to investing, check out the getting started with investing webinar first.

Rising geopolitical tensions and policy flip-flops have created a market landscape prone to frequent volatility. In such times, it might be important for investors to seek diversification and remain agile in search of opportunities. We look at the highlights of our latest asset allocation outlook.

Asset allocation is a strategy of dividing an investor’s portfolio among different asset classes based on three key factors – investment objectives, risk tolerance, and time horizon.

A glossary of terms to help guide investors through the key terms used in the private alternatives space.

We know they’re out there: an email that doesn’t sound quite right, a link that feels just a little shady, or a security alert about the password you used on that site. Join this webinar to find out how to protect yourself online. Learn to spot the most common scams and get practical tips that can keep you and your money safe.

Ah, spring. The snow recedes, the wind warms and positive change is the air

We all make mistakes even if we’d rather not. Are you worried about making a mistake with your investment and money? Join this webinar to learn four valuable lessons from four common investing mistakes. If you're new to investing, check out the getting started with investing webinar first.

You have a goal in mind and you’ve started to save for it. With all the choices available to you, deciding how to invest your savings may seem difficult. Join this webinar to learn the basics of investing and things to think about as you get started.

Single parents often have unique questions when it comes to life insurance.

AI can be useful as a research and summary tool, but the idea that investors can delegate important financial decisions to it — at least in its current state — is misguided

You have a goal in mind and you’ve started to save for it. With all the choices available to you, deciding how to invest your savings may seem difficult. Join this webinar to learn the basics of investing and things to think about as you get started.

While their investment characteristics mean they are often compared to mutual funds, segregated funds have their own unique tax attributes that are important to understand.