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An Investment Lifeboat Drill Now Can Help Weather Future Disaster
Mark, the markets have been going up for quite a while now, isn't it about time for a significant correction or even a crash? What should I do"? I have been hearing these type of questions ,from clients & contacts with greater regularity as of late. The truth is...
Why Ironmen and Ironwomen Make Great CEOs
Why Ironmen and Ironwomen Make Great CEOs Over the last decade, triathlon has become the executive sport de rigueur. Triathlon tests you in different ways than most other endurance sports. And interestingly, it is analogous of the unique challenges of executive...
4 Questions Everyone Must Ask Their Retirement Advisor
I trust that you have been enjoying our recent run of glorious spring weather. It's always a very good practice to check in on the people who are providing you with professional advice to make sure that you are getting full value for the price that you are paying....
Off The Beaten Wine Path: 5 Tips For Traveling In Lesser-Known Wine Regions
For this week's featured article, I thought I would give financial topics a rest, and instead touch on a subject that I know many people are very passionate about-the love of wine. I am by no means a wine connoisseur, but one thing I do enjoy when it comes to wine is...
How to keep from spending a fortune on kid’s sports
First off, I want to wish a very Happy Easter weekend to you and your family. The arrival of Easter, also coincides with the arrival of spring and warmer temperatures on the horizon. I know that we could all use some sunshine and warmth after a cold winter. One of the...
The Best Way to Invest for Retirement
There are copious numbers of articles and information written on how to invest your money-and specifically how to invest for retirement. I come across them everyday and I know that my clients and contacts do as well. While some are useful, many provide contradictory...
Diversification is the Sane Alternative to Betting On One Investment
One of the cardinal rules of being a successful long term investor is diversification. This is a principle that virtually every investor is familiar with and one that every financial advisor holds out to be gospel. Then why is it that we often look back upon our...
Retirement Reality is Catching up with Me
For many people crunching the numbers to determine whether you will have enough to enjoy a comfortable retirement can be very intimidating & stressful. In fact, coming to grips with your own "retirement reality" is something many people, like the author of this...
What’s new on this year’s tax return?
Now that the RRSP deadline has come and gone, many people have switched their attention on how to get the most from their tax return. While the best time to do your tax planning is before the end of the calendar year there are certain things that you should be aware...