Give your children options - July 2019 Newsletter
As a parent (or grandparent) you want the best for your children (or grandchildren). It’s all about planning for the unexpected.
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Why I Left The Mutual Fund Industry Part Deux
Many years ago there was a big giant machine that would meet with you and tell you all about their story and the fairy tales that were written about them.  They were a wonderful group of people who would take your money, invest it for you and then leave it at that.
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This Is Who We Are
I had an interesting chat the other day with someone who I respect immensely. Sometimes we have conversations that can go on much longer than anticipated so we now book an extra hour in each of our calendars when we have a meeting so we can enjoy the flow of the conversation.
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Financial Forecasting. Really? - April 2019 Newsletter
A wise man once said "the only value of a stock forecaster is to make fortune tellers look good.". Another one said "If you spend more than 13 minutes analyzing economic and market forecasts, you’ve wasted 10 minutes."
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Is Your Advisor Working For Your Money or is Your Money Working For Your Advisor?
I recently talked to a person, I'll call her Lucy, who had investments with two different places and wanted to move them all over to one in order to make things easier.  I am a big proponent of this as it makes the whole planning process much easier when one advisor can oversee all of the assets in all the different accounts.
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Take Care of The Things You CAN Control, Part 1
Investment Fees.  Investment Fees.  Investment Fees. That seems to be all that people are talking about nowadays.  I read a lot of newspapers and industry papers.  I now see that one of the regulatory bodies wants full investment costs disclosed to the clients on their statements.  Was this not what was supposed to have come into effect a year or so ago?  I guess they missed something.
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Misconceptions about your money.
Imagine this. You have been out in the workforce for a few years when one of your fellow employees brags about getting a big tax refund this year. “How did you do that?” you ask. “I started an RRSP a few years ago and every year the government gives me money back for doing it!” they say. Hmmm…maybe you could get in on this gig. But how do you do it?
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The Balanced Fund Rip-Off
The mutual fund industry is a mature industry that remains extremely profitable despite overwhelming evidence suggesting that alternative options such as exchange traded funds (ETFs) are far more beneficial for investors. Although mutual funds continue to have their market share eroded by ETFs, the fact that the assets in mutual funds continue to grow, and that profit margins continue to stay stubbornly high is absolutely astounding. Kudos to the extremely well-paid marketing executives in the m...
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Does your business need some cash flow?
Perhaps a life insurance policy could help get you off the ground. Like other famous brands this brand also dug into life insurance polices as a saving grace for their business to get off the ground.
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Famous brands started by life insurance
Even some of the largest brands in the world started out with cash flow issues and leaned into their life insurance policies to provide the flow they needed to drive their business forward and to great success.
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