May 6

Investing Amid Near Zero Returns

US and Canadian yields to maturity for 10-year bonds are near 1.7%. Similarly, 30-year bond yields hover under 3%. Not exactly returns…

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Apr 22

Think and Invest Like a Pension Plan

Markets have found volatility again after an excellent first quarter. Creating the traditional wall of worry. Let’s turn to pension plan practices…

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Apr 16

The Authorities Want Us To ‘Believe’ In The

The suppression of the silver and gold prices seems rather natural if you desire the masses to buy into our…

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Apr 15

Dealing With Large Lotto Winnings

Some people are fortunate to win large sums from a lottery. The latest are four families in Western Canada. The winners have…

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Mar 20

US Fed in Perspective

Let's put the US Fed predicament in perspective for investors: We want the US Fed to curtail its QE buying program…

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Mar 11

Top Strategies To Build Your Retirement”

Start by figuring out what you're building. It's similar to constructing a home. Then adopt financial actions that work for you.…

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Mar 5

Grappling With When To Sell

Whether you're a novice or seasoned investor, it's relatively easy to buy investments. The selling part of the decision is the…

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Feb 4

Top Five Ways To Diversify

Too many investment portfolios suffer from inadequate diversification. Individual holdings within many mutual funds owned are often the same, or quite…

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Jan 14

Sensible Investment Strategies Pay Off

Investors are typically preoccupied with investment selections. Portfolio managers focus on investment strategies. Investment strategies are the rules that guide and shape…

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Jan 3

RRSP Primer 2013

RRSPs have been a foundation for retirement plans since a humble introduction in 1957. Particularly, for leading edge boomers. A key strategy…

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Dec 31

Playing Politics With Fiscal Cliff Economics

What a surprise! Yet another impasse in the quest to sort out the fiscal cliff stalemate. Political wrangling continues to occupy top…

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Dec 27

Our One and Only Retirement Resolution You Need

You invest to either continue your successful retirement, or start retirement someday. Prepare to be bombarded by the imminent "retirement resolution"…

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Dec 19

How To Manage Your Nest Egg in 2013

Let us tell our short story about managing your nest egg in 2013. There is more to this fundamental process than…

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Dec 17

Goodbye 2012, Hello 2013

Events of 2012 remind us of a popular definition of "insanity". That is, repeating the same things and expecting different outcomes.   Looking…

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Dec 10

Survive Investing Among Fears, Ggreed and Cliffs

Investors get wrapped up in all kinds of apprehensions. Three key ones come to mind: fears, greed and cliffs. They worry constantly…

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Dec 7

US Jobs A Temperature Gauge

US jobs data is a temperature gauge on the economic recovery. While better than expected, 146,000 jobs for November 2012 is…

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Nov 26

Baby Steps To Portfolio Makeovers

At some point, every portfolio may require a partial or total makeover. Especially those that just keep buying random investments. A full…

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Nov 19

Your Investments Need Fit and Purpose

Investors typically save for decades to reach their goals. Then they spend part or all the nest egg over a few…

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Nov 13

Year-end 2012 Planning Checklist

We regularly focus on client retirement and income tax matters. Our goal is to review applicability of the 2012 planning checklist…

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