Resources / Perspective Newsletter
Each quarterly issue of The Northwood Perspective features articles of interest on wealth, family issues, investments, tax planning and current events.

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Fall 2011:

  • Back to School
  • 6 Degrees of Separation

Summer 2011:

  • Holding Steady Above Par
  • Summer Reading List
  • A Different Breed: The Family Office Advisor
  • 2011 Federal Budget Updates

Spring 2011:

  • A Tale of Three Sectors
  • How and When to Talk to Your Kids About Money
  • Has Privacy Become Obsolete?
  • The Finer Points of Choosing a Personal Representative

Winter 2011:

  • Don't Miss the Low-Hanging Fruit
  • An Update on the U.S. Income and Estate Tax Legislation
  • Dividend Investing
  • Property and Casualty Insurance


Fall 2010:

  • Sideways - A break from the storm
  • How will you Measure your Life?
  • Maybe it's not so cold up here after all
  • The Tip of the Iceberg

Summer 2010:

  • The Shoemaker's Children
  • What's in a Name?
  • The Role of Bonds in a Portfolio
  • Summer Reading List

Spring 2010:

  • What a Difference a Year Makes!
  • Book Review: "Silver Spoon Kids"
  • A Ticking Water Balloon
  • A Different Breed: The Family Office Advisor


Winter 2010:

  • A Decade of Extremes
  • Perpetual Guaranteed Return
  • A Lasting Legacy: The Importance of Updating your Estate Plan


Fall 2009:

  • The Family Office – A Bit of History
  • Insurance as an Asset Class
  • Canadian Citizenship for the Wealthy Global Family: The World’s Best-Kept Secret
  • Christmas Shopping List: Some Captivating Book Ideas

Summer 2009:

  • Are you Losing Money in Bonds?: Understanding the Tax-effect
  • Are you (or a family member) an American citizen?
  • Summer Reading Selection
  • Banff Family Office conference: Immigrants and Natives

Spring 2009:

  • A New Look for Northwood
  • Two Important Tax Updates
  • Book Review: The Tao of Warren Buffett
  • Putting Goal-Based Investing to the Test!

Winter 2009:

  • Swimming Naked
  • 2008 – A Year of Emotion and Upheaval
  • Evaluating Investment Managers
  • Black Swans and Improbable Events

Fall 2008:

  • Keeping Your Head
  • Year End Tax Planning
  • A Different Breed: Characteristics of a Good Family Office Advisor
  • First-Ever Canadian Family Office Forum

Summer 2008:

  • Do You Understand Your Will?
  • Insights from Yale’s Charlie Ellis
  • Northwood Adds TD Capital Private Equity as Private Equity Manager
  • Guest Column - Engaging the Next Generation
  • A Window on US Wealth Management
  • An Excerpt from the 2007 Berkshire Hathaway Annual Letter

Spring 2008: 

  • Expectations Management
  • Money and Values Across the Generations
  • Guest Column - Volatility, Risk and Valuation
  • Guest Column - Florida Real Estate Opportunities: What Canadians Need to Know

Winter 2008:

  • What to Remember in Volatile Markets
  • Northwood once again Ranked #1 Independent Family Office in Canada
  • Guest Column - Investing in Art
  • Are you Ready to Sell Your Business?
  • Guest Column - Life Coaching…What’s it all about?
  • Is Your Financial Future in Your DNA?

Fall 2007:

  • Book Review: “Silver Spoon Kids"
  • Is it Time to Donate Securities?
  • Seven World Trends to Watch for
  • Don’t Lose Money
  • What’s New at Northwood Stephens

Summer 2007:

  • Do You Need a Family Office?
  • The Benefits of Proper Investment Manager Combination
  • Guest Column - Selling Smarter: Minimizing Legal 'Skeletons'
  • What’s New at Northwood

Spring 2007:

  • Finance Grade 1(01)
  • Suddenly Liquid
  • Federal Budget 2007 Recap
  • Guest Column - Non-Traditional Financing: What to Do When the Bank Says No
  • Estate Freeze

Winter 2007:

  • Northwood Ranked #1 Independent Family Office in Canada
  • A Lasting Legacy: The Importance of Updating Your Estate Plan
  • A Generational Shift: Entrepreneurs to Sell Businesses in Record Numbers
  • Managing Managers
  • Income Trusts: Our Two Cents


Fall 2006:

  • Risk Optimization: Don’t Put All Your Eggs in One Bucket
  • Cottage Planning
  • Strategic Family Philanthropy
  • Your Best Interest: Dividend Paying Stocks
  • Guest Column - Health: Why is it “Off Balance Sheet”?

Summer 2006:

  • What is a Family Office?
  • Can You Achieve Perpetual, Guaranteed, Risk-Free Return?
  • Long-Term Investing in a Short-Term World
  • A Charitable Federal Budget
  • Report on China








Direction - Perspective - Confidence



 


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