In this week's edition

The best advice for advisors and clients when dealing with volatile markets is usually to do nothing, says columnist Mark Rosen. However, given investor psychology, that’s easier said than done. Rosen provides insights to enforce patience, and explains exactly why patience is a virtue for investors.

As baby boomers retire, their gen-X and millennial children may be struggling financially, inspiring boomers to make gifts while living. In the first article of a two-part series, columnist Wilmot George details the pros and cons of gifting while living versus at death, and also considers the attribution rules. Watch for Part 2 next week.

Industry organizations are asking the feds to reduce or eliminate the RRIF minimum withdrawal requirements to help prevent Canadians from outliving their savings. The recommendations were included in submissions to the Department of Finance’s 2025 pre-budget consultation, which closed last month. Reporter Rudy Mezzetta has the details.

Judging by the popularity of a recent article on making your office more inviting, client experience is an important topic to many of you — with good reason. “Clients will make value judgments about your office,” said one source. The article provides important considerations to make the most of your space, and even includes related research from Kitces.