Bridgeport Asset Management Inc

Check out Bridgeport Asset Management Inc.'s recent article in Wealth Professional Magazine. If you are looking to diversify beyond stocks and bonds and reduce the volatility of your portfolio with private investments, check out our Bridgeport Alternative Income Fund which partners with institutional asset managers to provide exposure to several strategies including private corporate debt, commercial and residential real estate lending, preferred private equity, factoring and music royalties across several geographies, all within a single open-ended fund. https://bit.ly/BPTALTFUND

Bridgeport Asset Management Inc's Mark Yestrau, CFA joined Catherine Murray on BNN's "The Close" segment. Here's what he had to say about recent market volatility: #bridgeportasset #volatility #investmentmanagement

Individual pension plans (IPP's) are potentially a great way for entrepreneurs to realise tax deferrals on their investments. Find out more below! #ipp #financialplanning #wealthmanagement #bridgeportasset

Down Payment Dilemma Part II: To Gift or Not To Gift? That is the Question. http://bridgeportasset.com/down-payment-dilemma-part-ii-to/

Check out John Fisher's recent chat with Catherine Murray about current market events on BNN:

Check out Bridgeport Asset Management Inc's article on how to successfully navigate the new passive income tax rules for corporations on Findependence Hub #financialplanning #taxes #bridgeportasset

https://bit.ly/2JUmJxm #financialplanning #incometax #taxsavings #investing

Mark Yestrau, Director of Wealth Management, enjoys making sure Bridgeport’s clients are better informed and more secure in the knowledge that our team is working with them to achieve their goals. Learn more about him and the team http://bit.ly/2qW2DX7

Down Payment Dilemma Part II: To Gift or Not To Gift? That is the Question. http://bridgeportasset.com/down-payment-dilemma-part-ii-to/

Good article in the The Globe and Mail today by Rob Carrick about the potential pitfalls of giving your kids a down payment for a house https://beta.theglobeandmail.com//article-parents-can-fin/ For those who are interested in our latest post about this issue, please see our blog here: https://bit.ly/2IVFgbl... #torontorealestate #torontore #financialplanning

John Fisher founded Bridgeport based on one simple idea: "To manage other people’s wealth the exact same way that I wanted and expected my own capital to be managed." Learn more about the Bridgeport team http://bit.ly/2IOyCQl

Some things to think about if you are considering helping your kids to buy a house in expensive real estate markets like Toronto or Vancouver.

Are you thinking about providing your children with a down-payment gift? Here are a few issues one should consider - https://bit.ly/2IVFgbl

Mark Yestrau, Director of Wealth Management, enjoys making sure Bridgeports clients are better informed and more secure in the knowledge that our team is working with them to achieve their goals. Learn more about him and the team http://bit.ly/2qW2DX7

Some CEOs, like Henrick Bunge, use fitness leadership to manage, according to this Harvard Biz Review piece. In it, Bunge explains his leadership style and why he thinks exercise and work go hand-in-hand http://bit.ly/2HvYvos

John Fisher founded Bridgeport based on one simple idea: "To manage other peoples wealth the exact same way that I wanted and expected my own capital to be managed." Learn more about the Bridgeport team http://bit.ly/2IOyCQl

Having a #financial plan can make sure you don't burn through your monetary windfall. Before you spend, think about: Your financial goals A budget Paying down debts... An emergency fund And more tips from Financial Consumer Agency of Canada (FCAC) http://bit.ly/2EFnGSv

Since we began in 2007, weve remained an independent investment firm with no formal external affiliations or third-party investment products and pressures driving any of our decisions. Find out more about us http://bit.ly/2FYQgzM

If you're planning to leave your kids an inheritance, how you'll invest it is critical. Bruce Sellery writes that you can use a #RRIF, provided you: Watch out for OAS clawbacks Leave enough to cover the cost of any long-term care ... via MoneySense http://bit.ly/2EDQFq3

In today's fast-changing market, it's more important than ever to invest for the long-term and manage risk. A "seratonin" portfolio can give you long-term contentment over instant gratification. Financial Post breaks it down http://bit.ly/2GRa9gK

At Bridgeport, we dont work for a bank, insurance firm or mammoth mutual fund company with pressure to sell products. Were a management-owned investment firm and this allows us to work for only one person you. How we can help you #wealthmanagement #investing

Treating your financials like an afterthought can really hurt a small business. It is tempting to focus on the practical aspects of your business and leave the accounting until later. This is perhaps the worst possible mistake, says Danny Bradbury in Financial Post http://bit.ly/2IrzEBu

Successful investing is as much about avoiding losers as it is about selecting winners. Theres no magic formula. Simply invest in businesses with favourable economic characteristics at attractive prices. Avoid companies in industries with challenging dynamics and future prospects. Learn more about our approach http://bit.ly/2E2jHiD... #wealthmanagement #investing

Planning to leave an inheritance to family overseas? In Canada, realized capital gains will be taxed but your relative might not be taxed again in their own country. To find out, make sure you talk to an expert in their jurisdiction. More tips via The Globe and Mail https://tgam.ca/2JFf2qQ #wealthmanagement #financialplanning

For 70% of affluent families, inheritance negatively impacts family relationships. Why? Because not enough of them have open and honest conversations about their wealth, its impact, and its purpose http://bit.ly/2GAdsZN

Valuation is the toughest part of investment selection but its one of the most important. It means looking closely at future profits and cash flow and finding a margin of safety where the current share price is less than a companys intrinsic value. Read more http://bit.ly/2E2jHiD... #wealthmanagement #investing

Looking to soften the capital gains hit on a real estate sale? One way is to plan ahead. Defer your #RRSP contributions or deductions in anticipation of a big bump in income from a property sale http://bit.ly/2q8d21v via MoneySense

We think like long-term business owners not traders. With that mindset we invest in companies, focusing first on whether a company operates in an industry we find attractive and in which we want to invest. Find out more about our approach http://bit.ly/2pNTwIj #wealthmanagement

Great Canadian Gaming operates gaming, entertainment and hospitality facilities, including 14 casinos and 4 horse racetrack casinos. Weve invested in this company since 2011 find out why http://bit.ly/2J1q1eb

Untouchable Days have become my secret weapon to getting back on track. Theyre how I complete my most creative and rewarding work, says #NYT best-selling author @NeilPasricha. Read how to make this tip work in your life via @HarvardBiz http://bit.ly/2uvYOwS

Weve been investing for our clients since 2007. Since then weve generated strong returns with relatively low volatility. Read more about us http://bit.ly/2pNTwIj

People who come into money seemingly overnight tend to become stressed and anxious. Its called sudden wealth syndrome. An advisor can relieve stress by helping to make your money last and steer you to sensible investments http://bit.ly/2Gi1Me4 #wealthmanagement

Whats one characteristic youll need to lead your business in the future? Comfort with chaos. In an increasingly chaotic business landscape, the leaders who thrive are those who work well in unknown conditions. ... Get 4 more tips here http://bit.ly/2pvky6t

A sudden influx of wealth sounds like a great problem to have the trick is holding onto it. Rather than being "found money" that comes with no strings or expectations attached, it should be viewed as a resource that needs to be nurtured and tended. Heres how https://tgam.ca/2DKv7HH #wealthmanagement

Deadline alert On April 1, 2018, it is expected that the CRA will double the inter-spousal loan rate from 1% to 2%. If you're thinking of income splitting with this strategy, its time to act to maximize savings. Learn more http://bit.ly/2tbaiVK

58% of wealthy #Canadians have not disclosed instructions for their estate with their beneficiaries, says a recent survey. Moreover, 12% don't intend to discuss their inheritance plan at all. Start the conversation with your advisor http://bit.ly/2psSYGQ #wealthmanagement

Our stock selection process is focused on profitability and cash flow. This includes companies with high rates of return on invested capital, which is a key sign of a profitable business model. Learn more about our investment selection process http://bit.ly/2E2jHiD

57 female #CEOs share insights on how to encourage more women leaders, including: Identifying potential early Provide mentorship Articulate roles in terms that engage women... Read more via @Harvardbiz http://bit.ly/2HOMcm8

RDM Corporation makes it easier than ever to deposit cheques in your bank account just take a picture on your phone. This Waterloo-based company processes over $600 billion in payments every year for 31% of the top 100 Fortune 500 companies. Our full case study explores why we invested in RDM and how it performed http://bit.ly/2Gc8SAJ

Should you switch your rental properties to a numbered company? Consider these 2 things, says tax expert Evelyn Jacks says: 1) Make sure the CRA doesn't consider your properties inventory for resale rather than rental... 2) Understand tax rates inside and outside of the corporation Learn more http://bit.ly/2G0nDSM