The financial planning and wealth management industry is competitive, and marketing is a crucial part of standing out and growing your practice. With countless strategies and tools available, how do you ensure your efforts drive results? The key isn’t in flashy digital tactics but in the foundational work every business must master — [...]
Technological advancements are reshaping client expectations for financial planners. According to Deloitte’s study (2022), 61% of clients expect to use both digital and offline channels to access financial services. Clients today anticipate greater accessibility, faster responses, and an intuitive experience that allows them to stay connected and informed on their finances. But this [...]
Miami, Florida – The traditional balanced portfolio, long touted as a reliable strategy for investors, is no longer delivering the expected returns. Recent market conditions—marked by rising inflation, economic uncertainty, and ongoing volatility—have exposed significant flaws in the widely accepted “60/40” portfolio model of stock and bond allocations. Investors seeking security and steady growth are [...]
We all know what happened in 2022 across financial markets. Both equity and debt markets had some of their poorest years in over a decade. The S&P 500 was down 19% while bonds did not fare much better, the iShares Core U.S. Aggregate Bond ETF was down 13%. The safety that bonds were supposed [...]
MacNicol & Associates Asset Management is pleased to announce a transaction exit through its private equity fund, the MacNicol Emergence Fund.
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.
The MacNicol Alternative Asset Trust earned a 1.9% investment return, net of fees, for the quarter ending June 30, 2023. The investment environment was defined by higher interest rates, persistent inflation, and very robust labor markets in Canada and the US. The fund was mainly higher due to significant gains in land development and residential real estate partnerships due to strong housing demand in both Canada and the US.
David MacNicol, the president and founder of Toronto-based wealth and fund management firm MacNicol & Associates, started wintering in Miami to escape the blustering, snowy cold of eastern Canada.
MacNicol & Associates featured articles and news posts.
One of the alternative investment vehicles we often talk about is real estate. The fact of the matter is, even with market dips, real estate delivers great returns over long periods of time. It is an important component of a diversified portfolio, a great hedge against inflation, and offers decent cash flow, should specific criteria [...]
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