Jul 27

Property Insurance Refresher

Investors periodically pay attention to their portfolios, especially during volatility. However, few analyze their property insurance policies in detail, at any…

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Jul 20

Will Your Pension Pay for 30 Years?

Various pension plans are now underfunded, while others could be headed that way. Some pension income benefits may be reduced if…

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Jul 13

Future Company Prospects are Your Best Guide

"I became a good pitcher when I stopped trying to make them miss the ball and started trying to make…

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Jul 8

Triple Digit Jitters Running Again

"North American stock markets are once again feeling the pinch of sudden triple digit jitters."   Consider these two choices: 1. If you're…

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Jul 6

Wall Street Abuzz in Quarterly Earnings Madness

"If a business does well, the stock eventually follows." ~ Warren Buffett You can feel the new buzz! No, not about Greece. Ladies and…

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Jun 29

Investing in China

“A frequent question I'm often asked by investors is about how to invest in China." Chinese markets have been soaring in…

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Jun 22

Which Way is Your Portfolio Headed?

“Markets are dabbling in uncertainty. So let's examine the pulse of investing." The interest rate dilemma and speculation of what the…

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Jun 15

Six ‘Big Picture’ Planning Priorities for Entrepreneurs

"Business owners are so preoccupied with the day-to-day, they need plenty of encouragement in planning their tomorrows." Small businesses who employ…

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Jun 8

Your Retirement Projection Has the Answers

"Much has been written recently about the level of retirement readiness and capital needs. Your retirement projection has the answers." I…

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May 29

The Alphabet Soup of Retirement Accounts

“Yet more surveys pointing to insufficient saving habits to take care of our retirement needs." Of course, the surveys can be…

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May 26

A Worry Day or Buying Opportunity?

"Stock markets are having a May sale. Once again." This is not the first time. Nor will it be the last. You can…

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May 25

Core Professional Qualities Clients Seek

"A handful of core professional attributes keep coming up regularly in the conversations." We ask prospective clients to tell us the…

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May 19

Take Charge of Investment Risk Factors

"Too many investors are terrified at the thought of incurring risks. Our approach reduces the anxieties". Risk management should be top…

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May 11

Ongoing Services From Portfolio Managers

"Not all investors require comprehensive, ongoing, professional guidance. Those who do should explore the services of portfolio managers." "Portfolio manager" is…

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May 4

Is It Wise To Sell in May and

"Pitfalls of "sell in May and go away" strategies are not going away anytime soon." Released at Halifax, NS (Monday, May…

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Apr 27

TFSA Primer

"Measures from last week's Federal Budget provided the TFSA a healthy shot in the arm." Many investors are wondering whether to…

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Apr 20

Beware of Market Moving Headlines

Investors are keen to keep an eye on headlines that move the markets. All in the hope of applying their findings…

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Apr 14

Is Your Advisor “Fee-Only” or “Fee-Based”?

Investors hear the "fee-only" and "fee-based" labels applied to investment and financial advisors. However, many investors are not aware of the…

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Apr 6

3 “Must” Principles of Investing for Bumpy Times

The investing journey encounter bulls, bears, tops, bottoms, fears, worries and every thump in between. What can investors do to maintain…

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