Bridgeport Asset Management

/Tag: Bridgeport Asset Management
May 15, 2019

The Case for Income Portfolios

2019-05-16T19:30:45+00:00May 15th, 2019|Investing|

Given the recent run-up in stock markets, we thought it would be useful to review the case for including bonds and other income generating assets in an investment portfolio. Over time, publicly traded stocks generally earn higher rates of returns than corporate bonds and other loan-oriented investments.  This is almost a fundamental law of finance in the much the same way that gravity is an indisputable force of nature. Beyond offering a fixed maturity date and an established rate of interest, the basic reason that corporate bonds earn lower returns is that in the event of bankruptcy, bondholders are entitled to receive [...]

Feb 26, 2019

2019 Registered Account Information & Tax Tips

2019-02-26T14:48:14+00:00February 26th, 2019|Financial Planning & Tax|

With the arrival of 2019, we thought it would be useful to remind you of the contribution limits for the various registered accounts you may wish to fund. CRA My Account If you haven't already done so, take the time to register for your CRA My Account.  The account allows you to track your tax refund, view or change your return, check your benefit and credit payments, view your RRSP & TFSA limits, set up direct deposit, receive online mail, and more.  Start the process or access your account here. RRSPs Yearly limits for RRSP contributions are equal to 18% [...]