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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Apr 3

US Jobs Headline a Moving Picture

US jobs data headline for March 2015 is a disappointing 126,000. A moving picture of slower growth, well short of expectations. Especially…

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Mar 30

Is Your Investment Advisor Worth Keeping?

The starting point is to be clear on two matters: What services does the investor need? Does the advisor offer what the…

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Mar 23

14 Smart Ways to Sprinkle Your Tax Refund

Taxpayers often wonder how to put their tax refunds to smart use. There is no shortage of sound possibilities for the…

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Mar 16

Stress Test Your Nest Egg

Financial stress testing is an indication of how portfolios fare during tough times. Some US banks have had difficulty passing their…

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Mar 2

Five Classic Wealth Management Resolves

Revisiting a select few wealth management resolves is a superb exercise. One that can be initiated anytime, in bullish and bearish…

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Feb 23

5-Point Defensive Strategy

Warren Buffett says, "Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate…

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Feb 16

Investor Greed Takes Top Spot, Yet Again!

"Risk has lost its' scariness yet again. Investors are buying everything in search of performance." Investors are driven by two very…

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Feb 10

Top 10 Investing Money Facts

"There are personal money facts investors ought to know and understand well. I highlight a couple of key handfuls." Having those…

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Feb 4

Financial History – for February 4th

Rewinding today, February 4th, in financial history: 1994: Without any warning, and just as investors are pouring billions of dollars into bonds,…

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