Episode Details
Back to EpisodesThe May Move & the Cross‑Border Curveball
Description
This episode dives into the classic “Sell in May” market debate and why the strategy isn’t as simple as it sounds. Don and Mitch also break down the growing complexity of cross‑border tax rules, highlighting the pitfalls Canadians face when earning, investing, or retiring in the U.S. From seasonal market myths to cross‑border tax bombs, they unpack what investors need to know to stay ahead.
The podcast will be taking a two‑week break, and back May 23rd, but we encourage listeners to use this time to revisit past episodes—especially the ones that helped clarify important financial decisions—and share the most valuable ones with family and friends.
This is a general source of information only. It is not intended to provide personalized tax, legal or investment advice, and is not intended as a solicitation to purchase securities. Don & Mitch Fox are solely responsible for its content. For more information on this topic or any other financial matter, please contact an IG Wealth Management Advisor. Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.
IG Wealth Management Inc., Mutual Fund Division