Articles

Snowbirds who spend a significant amount of time in the United States or own investments, including real estate in the U.S., should be aware of your potential US tax liability. The U.S. wants your money and they have incredible powers to make this happen. That was the message when Vinay Khosla spoke to a group … Snowbirds, beware of tax liabilities in the U.S.

Last week a scandal erupted in the world’s most popular sport. We can all learn a lesson from this. There are allegations that the Fédération Internationale de Football Association is nothing more than a sporting criminal enterprise. If this proves to be true in the court of law, heads will roll. In Canada, we refer … FIFA scandal should serve as warning

The key to successful investing is within your control. Do what is right and investment success should follow. Be proactive and make intelligent investing decisions while at the same time avoiding the temptation to do things that have not historically worked. It can be that simple. We will offer four ideas on how to construct … Four simple strategies for successful investing

The financial services business is finally going to evolve from the “dark ages” in about a year’s time. Investment salespeople will have to disclose how much money they are making when selling financial products. The current regime is void of normal business disclosure and transparency. When you buy almost anything you are aware of the … The new financial fee disclosure will be good for investors

People often lack the ability to make a decision and that can hurt their financial success. Most of us are procrastinators. Even when we know what must be done, we delay doing it. Why this happens is a mystery. Or maybe we should just admit it is human nature. Success is made up of two … Procrastination can hurt investors’ financial success

Financial advisors and their clients are on a collision course. The priorities of the two groups are too often diametrically opposed.  A perfect business relationship occurs when the goals of both participants are aligned. Goal congruence is a lovely thing. Both sides going in the same direction. These relationships are built to last.  The basis … Conflict of interest for investment advisors and their clients