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The Retiring Boomer™

The Common Correction

The Common Correction

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 one is sorry […]

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7 Key Questions Every Financial Advisor Must Be Able To Answer Before You Hire Them To Manage Your Money

7 Key Questions Every Financial Advisor Must Be Able To Answer Before You Hire Them To Manage Your Money

Your financial freedom, security and peace of mind could be at stake! It is very rare for a financial advisor to be able to answer yes to ALL 7 of these questions! It’s shocking but true. Every day, affluent boomers and business owners hire financial advisors they should not be hiring – individuals who quite […]

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Why Financial Advice Matters

Why Financial Advice Matters

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 manage your own investments […]

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Building the Ideal Portfolio

Building the Ideal Portfolio

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 uncertain economic outlook, volatile […]

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The Second-Opinion Portfolio Audit

The Second-Opinion Portfolio Audit

If you’re like most baby boomers, you have built up a sizable nest egg. However the journey building that nest-egg may have been somewhat haphazard. You have multiple investment accounts with multiple advisors. You have a rough idea of how much you have saved, but it’s a challenge collecting all those investment statements to get […]

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Are you one of Canada’s top Money Managers?

Are you one of Canada’s top Money Managers?

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 historically high real estate […]

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The Year of the Bull Turns into the Year of the Bear

The Year of the Bull Turns into the Year of the Bear

“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 above quote as a response.  Nothing […]

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A New Way to Grow and Protect Your Nest Egg

A New Way to Grow and Protect Your Nest Egg

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 finding the right balance for […]

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The Greek Debt Crisis Explained

The Greek Debt Crisis Explained

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 why events in the Old […]

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