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How 3rd Quarter of 2015 Market Corrections Compare to the Common Cold Have you ever caught a cold that seemed to drag on forever? The kind of cold where your sniffles and coughs persist for weeks? The markets are experiencing just such a cold now. The third quarter has ended, and no [...]
Fri, Oct 23, 2015, Continue reading at the source
Studies have shown that households that seek financial advice are better prepared for retirement than those that do not Acquiring wealth is not always achieved through choosing investments with the highest returns. Many investors are confused by the difference between the cost of investing and the value of advice. If you [...]
Fri, Sep 11, 2015, Continue reading at the source
Building the ideal portfolio requires a blueprint Your wealth is the culmination of your hard work, discipline, and astute management. Wealth equals freedom, yet growing and preserving your wealth can often pose significant challenges. Having true wealth not only presents opportunities, it also presents a multitude of complex challenges. With today's [...]
Sun, Sep 06, 2015, Continue reading at the source
Global world economy machine with U.S.A and Europe in the center represented by gears and cogs with the countries flags of Greece Russia China Canada Germany Brazil and Britain representing international trade and world imports and exporting industry.
When it rains it pours, as the saying goes. If you've been following the financial news this summer, it probably seems like a torrential storm has been churning all around the world. Every week, people ask me about the headlines they hear on TV. “What's going on [...]
Sun, Aug 16, 2015, Continue reading at the source
Mature man holding head in hand with computer, tax income booklet and coffee cup on desk
Income tax may only be on your mind for a few days weeks in April of each year but, its impact is far-reaching, extending over our entire lifetime. Why, then, do most of us spend more time (and money) fixing our cars than we do trying to reduce our annual income [...]
Sat, Aug 15, 2015, Continue reading at the source
a pie chart showing the breakdown and details for an investment portfolio
You do not have to be one of Canada's top money managers to build the right investment strategy! If you're like most people, you know that deciding how to invest your retirement nest egg can prove to be a challenge. With historically low interest rates, uncertain and volatile stock markets and [...]
Sun, Jul 19, 2015, Continue reading at the source
An abstract closeup of two gold cast statuettes depicting a stylized bull and a bear in dramatic contrasting light representing a financial market trends on an isolated dark background
“Nothing in life is to be feared. It is only to be understood.” – Marie Curie Many people have asked us about the recent news out of China. “What's happening to their stock market?” they want to know. “Will it affect us? Should I be worried?” I offer the [...]
Sat, Jul 18, 2015, Continue reading at the source
stethoscope with financial graph
Your financial health could suffer if your financial advisor offers you a financial prescription before diagnosis of your financial health. When we visit our doctor, we expect that they will ask us a whole bunch of questions, check our heart rate, blood pressure, poke and prod us before we walk out [...]
Wed, Jul 15, 2015, Continue reading at the source
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If you're like most people, you know that investing is a trade-off between risk and return. Some lower risk investments may guarantee your money, but often provide lower returns. On the other hand, many investments that offer higher returns can come with a greater level of risk. The trade-off is [...]
Sat, Jul 11, 2015, Continue reading at the source
Euro coins on a map of Greece (Greek financial crisis)
If you've opened a newspaper in the past few days, you probably saw headlines about the Greek debt crisis. It's possible you found these headlines easy to understand, with no explanation required. In the event you do need an explanation this article will explain the story behind this Greek tragedy, and [...]
Mon, Jul 06, 2015, Continue reading at the source
My dad with my brother John (left) and Ken Corba (right) looking for creative ways to reduce his income tax bill. When my dad started his investment program at age 57 in 1978, he wanted to reduce his tax bill but he didn't truly appreciate how critically important this one action [...]
Tue, Mar 31, 2015, Continue reading at the source