Blog

How Are Your Mutual Funds and ETF Performing?


Ten years ago, on March 9, 2009, U.S. stocks reached a low following the great financial crisis.  

Can you time the market?

Building Your Financial Future Now (Videos in English and French)



Please find a video (in English) with important financial concepts including savings, retirement planning, tax planning, and investments:

A small increase in returns dramatically improve your retirement


Your financial health may be good since the performance of U.S. stocks is excellent (+400% since March 2009), improving your portfolio performance by only 1% can sustain retirement spending an additional 12 more years!

15 financial moves to make before the end of the year



It’s almost 2020… do you have a customized financial plan to help you reach your goals and dreams?

Are we headed for a recession? Is your portfolio recession-proof?


Now might be the time to review how recession-proof is your portfolio. 

Have you seen the new BFM blog?

Beaucoup d’entre nous aux Etats-Unis sont en train de préparer les déclarations fiscales. Les informations et liens ci-dessous pourraient vous servir pour rester en règle auprès des gouvernements Américain et Français.

Capital Gains - You May Have to Pay Taxes on a Loss!


You meet with your accountant and he informs you that you need to pay capital gains taxes even though the mutual fund you bought posted negative returns. You have not sold any funds or made any portfolio changes. How does this happen?