Nov 25

Splitting Family Income

"Splitting family income is very beneficial. Take full advantage of the provisions that apply." All families are keenly interested in paying…

Add Your Comment

Read Article
Nov 19

Three Global Headwinds

Here is our brief synopsis: 1. China's growth has been slowing. 2. Europe has become an economic mess. 3. Japan has just dipped…

Add Your Comment

Read Article
Nov 17

Deferring OAS & CPP pensions

The changes pertain to deferring receipt of OAS and CPP benefits. However, those changes may not be understood by all. Today's maximum…

Add Your Comment

Read Article
Nov 10

Considering new investments

You've done your investment research with plenty of due diligence. Perhaps, you have a bundle of ideas from advisors you quizzed. At…

Add Your Comment

Read Article
Nov 3

Markets Resemble a Box of Chocolates

"Life’s like a box of chocolates. You never know what you're gonna get." — Well known line from Forrest Gump, the…

Add Your Comment

Read Article
Oct 29

Great Crash of 1929 at 85

Today is the 85th anniversary of the Great Crash. A look back at October 29, 1929, known as "Black Tuesday": The Dow…

Add Your Comment

Read Article
Oct 20

5 Tips Help Retirement Nest Eggs Last Longer

"Every investor seeks assurance that the retirement nest egg will outlast the family needs. Especially during periods of market mayhem." Say…

Add Your Comment

Read Article
Oct 16

October Volatility Uncovered

The month of October is building quite a reputation for volatility. One not to be envied. Investors may view yesterday's 460 point…

Add Your Comment

Read Article
Oct 6

Five Moneywise Strategies to Apply at Any Age

Let's assume life expectancy to age 90. That's roughly 30 years to learn some basics, 30 years to save and 30…

Add Your Comment

Read Article
Sep 29

Revisit Your Asset Allocation

Our role as portfolio managers is to keep perspective. Focusing on the fundamentals of investing, not the headlines. Studies show that…

Add Your Comment

Read Article
Sep 25

Triple Digit Market Jitters on the Prowl Again

"Stock markets are once again feeling the wrath of triple digit jitters."   You have two choices: 1. If you're a short term…

Add Your Comment

Read Article
Sep 22

How to Overcome Market Jitters

Dealing with market jitters is part of everyone's investing experience. Last week the TSX delivered a 266 point haircut; 200…

Add Your Comment

Read Article
Sep 18

Euphoria of Initial Public Offerings

"Social media giant "Facebook" reawakened the euphoria of Initial Public Offerings (IPO) in 2012. Alibaba is the latest name looking to…

Add Your Comment

Read Article
Sep 15

Canadians Overloading on Debt

"Canadians keep backing up the truck to load up on debt. Now higher than 160% of disposable income." Debt can be…

Add Your Comment

Read Article
Aug 11

Adopt Sensible Investment Strategies That Add Value

"Learn the basics about investment strategies that add value to the nest egg. Then adopt the sensible ones that help…

Add Your Comment

Read Article
Jul 31

Triple Digit Jitters are Suddenly Back

"Stock markets are once again feeling the wrath of triple digit jitters. For now." The pipeline is suddenly brimming with risk…

Add Your Comment

Read Article
May 26

No Fears, Please. Just Greed, Thank You!

Many a forecast keeps painting a market correction. Yet, fears from the wall of worry have all but disappeared. Investing greed is…

Add Your Comment

Read Article
May 12

Best Not to Dwell on Daily Market Gyrations

Clearly, investors are always worried about something. They have difficulty separating fact from daily noise. They continue to make knee-jerk…

Add Your Comment

Read Article
May 5

Invaluable Portfolio Advice à là William Shakespeare

Investors typically think of portfolio management as being a modern day creation, developed mainly during the last century. Perhaps, with…

Add Your Comment

Read Article