Mark Burgess

Toronto

Assistant Editor at The Globe and Mail

@GlobeAdvisor assistant editor

Articles

Trump’s tax bill creates new risks for investors. What now?

1 day ago | theglobeandmail.com | Mark Burgess

Open this photo in gallery:U.S. President Donald Trump with U.S. House Speaker Mike Johnson on Capitol Hill in Washington, on May 20.Tasos Katopodis/Getty ImagesPlease log in to bookmark this story.Log InCreate Free AccountRisk appetites have been fed anew by a savoury acronym, with stocks continuing to rebound this week from early April lows. The TACO trade (for Trump Always Chickens Out) is thriving.
OSC looks to improve access to private markets while investor advocate urges caution

1 week ago | theglobeandmail.com | Mark Burgess

Open this photo in gallery:The OSC's Investor Advisory Panel recommended enhanced risk disclosure that explains private investments’ redemption costs and fee structures clearly.z_wei/iStockPhoto / Getty ImagesPlease log in to bookmark this story.Log InCreate Free AccountThe Ontario Securities Commission (OSC) is moving ahead with a project to make private market investment funds more accessible to investors, a proposal supported by asset managers while investor advocates raised concerns.
What advisors are still getting wrong about wealth transfers

2 weeks ago | theglobeandmail.com | Mark Burgess

Open this photo in gallery:Advisors may not be doing enough to smooth the wealth transition and offer clients solutions.DragonImages/iStockPhoto / Getty ImagesPlease log in to bookmark this story.Log InCreate Free AccountThe great wealth transfer from baby boomers to their children is not a new topic, but it still manages to surprise.
I went surfing in Costa Rica if only to try something new in middle age

2 weeks ago | theglobeandmail.com | Mark Burgess
Why staying the course in volatile markets doesn’t mean doing nothing

3 weeks ago | theglobeandmail.com | Mark Burgess

Open this photo in gallery:One of the best ways to help clients keep their nerve in a down market is having emergency savings to fall back on.Nuthawut Somsuk/iStockPhoto / Getty ImagesPlease log in to bookmark this story.Log InCreate Free AccountThe past couple of months seem almost to have been designed as a test of investor resolve. After all the market havoc around tariffs, the S&P 500 is just about even for the year, while the TSX hit a record high Thursday.
How investors responded to April’s market showers

4 weeks ago | theglobeandmail.com | Mark Burgess

Open this photo in gallery:Despite the stormy start to April with tariff news, markets rebounded later in the month.stanley45/iStockPhoto / Getty ImagesPlease log in to bookmark this story.Log InCreate Free AccountIt’s hard to believe, given the drama and noise and general despair a month ago, that markets are right about where they were before U.S. President Donald Trump’s “Liberation Day” tariff spectacle on April 2.
New asset manager coalition waves the flag to boost Canadian sector

1 month ago | theglobeandmail.com | Mark Burgess

Open this photo in gallery:With the federal election over, a coalition of asset managers is looking to use the national mood to promote a friendlier environment for firms entering the Canadian market.Nathan Denette/The Canadian PressPlease log in to bookmark this story.Log InCreate Free AccountU.S. President Donald Trump’s tariffs and annexation threats have breathed new life into pushes for national energy corridors and interprovincial trade. But what about capital markets?
How advisors can respond to the finfluencer challenge

1 month ago | theglobeandmail.com | Mark Burgess

Open this photo in gallery:While investors may be skeptical of online advice broadly, they tend to trust the specific people they follow.BestForBest/iStockPhoto / Getty ImagesPlease log in to bookmark this story.Log InCreate Free AccountClients who cite and act upon information from unqualified financial influencers is becoming a common grievance among financial advisors.
How to test retirement portfolios against tariff-induced market stress

1 month ago | theglobeandmail.com | Mark Burgess

Open this photo in gallery:With markets whipsawing again this week – reacting to tariff escalations, rumours of 90-day pauses, and then to actual pauses – retirees may be understandably concerned about what it all means for their retirement plans. Owen Winkelmolen, an advice-only financial planner and founder of financial planning platform Adviice.ca, says these are the moments when having a stress-tested retirement plan pays off.
Why constant communication with clients is needed during tariff turmoil, even if nobody has the answers

2 months ago | theglobeandmail.com | Mark Burgess

Open this photo in gallery:U.S. President Donald Trump announces tariffs in the Rose Garden at the White House on Wednesday.Carlos Barria/ReutersPlease log in to bookmark this story.Log InCreate Free AccountU.S. President Donald Trump’s so-called “Liberation Day” provided some relief for Canada from hefty reciprocal tariffs imposed on other countries, but most investors will still feel trapped by the uncertainty about how long these latest policies will last and how other countries will respond.