In this comprehensive discussion, Joseph Pochodyniak and Ken Reid from MacNicol & Associates Asset Management delve into various aspects of tax management, focusing on investment strategies, tax forms, and the implications of alternative assets. They provide insights into new tax-sheltered accounts, effective filing strategies, and the importance of understanding different investment [...]
In this podcast episode, Joe Pochodyniak discusses the advantages of Registered Education Savings Plans (RESPs) for saving for a child's education after high school. He explains that RESPs can be used for various types of post-secondary education, including trades programs, colleges, universities, and apprenticeships.
Joe Pochodyniak and Ken Reid discuss the Alternative Asset Trust and the benefits of investing in alternative assets. They highlight the performance and volatility metrics of the Trust, as well as the liquidity and diversification benefits of alternative investments. They also discuss some of the individual private companies that the Trust invests in, such as Jurissa, Real Vision, Telmax, Grata, Cash Today, Global Solutions Team, Pilot Coffee Roasters, OnCore Golf, and more. They emphasize the importance of long-term focus and the value of partnerships with experienced sponsors in the alternative space. The Trust is accessible to various types of investors and can be included in different types of accounts.
This March 2024 Monthly Market Update analysis delves into real estate capital markets, primarily concentrating on financing issues. Read more.
Read the trends & performance in alternative asset trust fund with our January monthly market update 2024. Stay ahead in investment strategies.
Read the trends & performance in alternative asset trust fund with our December monthly market update 2023. Stay ahead in investment strategies.
In this issue: Headed by John Foresi, the MacNicol & Associates Alternative Asset Trust Fund has invested in Venterra, and we couldn’t be more pleased with this partnership.
The MacNicol Alternative Asset Trust earned a 1.4% investment return, net of fees, for the quarter ending September 30, 2023. The investment environment was defined by persistent inflation, resilient economic data, and rising interest rates across the United States and Canada. The fund was mainly higher due to strong private real estate and hedge fund returns. During the third quarter, the Trust realized two notable exit transactions, and made a number of new investments.
In this issue: News about the improved performance of long-term yields, Evergrande still in the headlines, and rumors of stagflation.
Summer came and went by quickly, and we felt the same turn of events happen with the market – rapid changes with a significant impact on our lives. In this issue, our team will provide an update for our 360-Degree Fund and share the market events that transpired in September. Before we dive into [...]
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At MacNicol & Associates Asset Management, we help individuals and families build and preserve wealth through expert global investment management. Whether you’re planning for retirement or looking to protect your legacy, our personalized advisory services are designed to help you achieve long-term financial peace of mind.
