Articles

There is a structural change emerging with the type of advice investors need from their investment advisors. Some clients and advisors have transitioned, while most have not. Sometimes the process of change is slow, while the evidence to change is compelling. That is the case in the world of finance even though financial decisions and … The new era of financial advice

Many investors make poor investment decisions because of the desire for overloading their portfolio with Canadian dividend paying stocks. Dividends from Canadian stocks are the current darling of our investment world. However, there are other ways that may be better for generating income from your portfolio. The reason for the rush to Canadian paying dividends … Generating income from your portfolio

The goal of this week’s column is to show how closely linked your life is with your personal finances. At first glance in our capitalistic society, life appears to be all about consumption. As the popular expression goes, the person who dies with the most toys wins. Look more closely and you will see that … Don’t let work lower your quality of life

Is there a point in time when you can fire your investment advisor and use technology to assist you with managing your own financial planning and investments? Technology is less expensive than employing an investment advisor. There is also a wide range of tools available to use. Other industries around the world have attempted to … Will technology or investment advisers best serve your needs

Calling all parents of school age children. University can cost a ton. Regardless of your child’s age we recommend you begin planning now. September is back to school month so now is a perfect time to look ahead. Today we will use elementary school arithmetic to plan for a post- secondary education. The starting point … Using elementary math to plan for a post-secondary education

Some investors may not be doing as well as expected because of misleading information in the investment business. This isn’t intentional but no effort is being made to inform on the possibility of incorrect information. Investors are being misled about the performance of their own investments when they see the stock market’s performance numbers and … Focus on own personal investments