Bridgeport Perspectives

Aug28, 2020

Revisiting Inter-Spousal Loans in a Rock-Bottom Interest Rate Environment

August 28th, 2020|Categories: Financial Planning & Tax|

In what seems like a lifetime ago, in February 2018 we outlined the benefits of inter-spousal loans in a feature website article. Our original article was timely because at the time the federal government had announced it was raising the rate at which a high-income spouse could lend funds to their lower-income spouse from 1% to 2%.

Aug28, 2020

Investment Highlight: NVR Inc.

August 28th, 2020|Categories: Investing|

While the COVID-19 pandemic has caused significant economic disruption and led to increased stock market volatility, it has also created more opportunities for fundamental bottom-up stock pickers like Bridgeport. This is because the initial decline in the stock market in the first quarter of 2020 and its subsequent recovery has been particularly uneven with some stocks increasing significantly in price, while other less prominent companies lag.

May15, 2020

The Stock Market Average Is Not The Average Stock

May 15th, 2020|Categories: Investing|

After registering the swiftest 35% decline on record, the S&P 500 — a stock market index that measures the stock performance of the 500 largest U.S. publicly traded companies — has rallied more than 25% and now sits only about 15% from its most recent all-time high. Many are wondering how the market could be performing so well in the face of COVID-19 and the resulting economic shutdown. There are a few points to consider on this matter:

Feb26, 2020

2019 Registered Account Information & Tax Tips

February 26th, 2020|Categories: Financial Planning & Tax|

Canada Revenue Agency (CRA) My Account If you haven't already done so, we recommend taking the time to register for your CRA My Account. The account allows you to manage virtually all your tax affairs online. Benefits include tracking tax refunds, viewing or amending prior years' returns, checking benefit and credit [...]

Feb26, 2020

Taxable Income, Book Value, Market Value and Investment Returns: What Does It All Mean?

February 26th, 2020|Categories: Financial Planning & Tax|

As investors gather their tax information for the 2019 tax season, we thought it would be helpful to address two recurring questions that come up this time of year. “My investment returns were strong last year, but my accountant doesn’t seem so sure as I don’t have a lot of taxable investment [...]

Go to Top