Jan 27

5 Ways to Improve Portfolio Health

“I don't look to jump over 7-foot bars. I look around for 1-foot bars that I can step over.” — sage…

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Jan 19

Selecting Your Investment Advisor

"Make the process of selecting your investment advisor simple and straightforward." At some point, almost everyone initiates the process to select…

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Jan 12

Surviving Market Turmoil

First my story. I recently spent a few glorious days at Spring Lake Ranch near 100 Mile House, BC. The attached…

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Jan 5

Another Ugly Day or Buying Opportunity?

"The markets are on sale. Again." This is not the first time. Nor will it be the last. You can keep worrying about…

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Jan 2

RRSP – Approaching Six Decades

"Pay closer attention to your RRSP. This workhorse has been delivering on retirements for nearly six decades." The notable RRSP was…

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Dec 29

Risk Management is “Job One” in 2015

Investing in 2015 is not expected to be boring. Rather, expect everything imaginable. Dealing with investment risks will become top of…

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Dec 22

Three Portfolio Questions for 2015

Investors don't really know what their portfolios are up to these days. Too many are clearly dabbling in risky waters." Judging…

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Dec 17

Translating US Fed speak

"Today's US Fed message is quite simple to me." Think of it this way: The global economy is still growing at a…

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Dec 15

Fears and Anxieties Overwhelm Investors

Last week was filled with plenty of give and take, mainly take. An ugly week for the history books. Investors are overwhelmed…

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Dec 8

Challenge: Change Biases That impact Investment Behaviour

"Investment behaviour is dramatically affected by the biases we have adopted". Our challenge is extended to every investor. Change your biases…

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Dec 2

Investing Near Zero Returns

Canadian yields to maturity for 10-year bonds are near 2.0%. Similarly, 30-year bond yields hover under 2.5%. Not exactly long-term returns to…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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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…

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