Assante Team

Helping our clients
gain financial confidence

2019

Fixed income - still a traditional hedge?

Answering Your Questions on Fixed Income

Markets | Dec 2, 2019

What are your thoughts on the fixed-income market today? The fixed-income market continues to present significant challenges for income-seeking investors. If held to maturity, negative-yielding bonds guarantee a negative return and low-yield bonds guarantee a low return. We believe a buy-and-hold strategy will not work in the current environment; investors…

Not your typical trip to Orlando…

Events | Nov 1, 2019

It was Benjamin Franklin who once famously quipped “An investment in knowledge pays the best interest.”  We’ve always believed that to be true, and so to hold ourselves accountable, we conducted our annual week-long set of due diligence meetings down in Florida last week.  Don’t be confused by the exotic…

Negative-yielding debt reaches $17 trillion

Markets | Sep 26, 2019

Negative bond yields occur when issuers of debt are paid to borrow. This unusual situation has taken financial markets by storm as negative-yielding debt recently reached an unprecedented $17,000,000,000,000 globally. What drives negative yields? The Bank of Japan and the European Central Bank have set interest rates below zero for…

Brad Willems wins Planned Giving Consultant of the Year Award

Community | Sep 12, 2019

Abbotsford, BC  |  For Immediate Distribution The Donor Motivation Program® is pleased to award Brad Willems with the Planned Giving Consultant of the Year award at the recent Planned Giving Summit held in Pittsburgh, PA on Friday, September 6, 2019. === Last week, The Donor Motivation Program® Planned Giving Consultants…