Category: Advisor-Client Engagement
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Invest or Pay Down Mortgage?
Let’s say you had $50k to either invest or pay down your mortgage. Here are a few things to consider.
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Fooled by Dividends
There are some enticing dividend yields out there right now as many of stocks have been hammered. Several readers have recently asked me about investing in dividend stocks. I’m afraid many have misconceptions about the purpose of dividend stocks. So I’d like to share my thoughts.
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Canadians: Expect HISA ETF Yields to Fall
OFSI today announced that it will require banks to “hold sufficient high quality liquid assets, such as government bonds, to support all HISA ETF balances that can be withdrawn within 30 days”.
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Should You Pay Off Your Mortgage or Invest?
The decision to pay off (or pay down) your mortgage vs. invest is not as simple as many think. It’s part math, part psychology and part risk-management.
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6 Critical Mistakes People Make in Their 50s
The big 5-0 can be a scary milestone. However, it should instead be seen as an opportunity to re-invest in yourself as you begin the second half of life.
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When Diversification Fails
Don’t let another 2022 or 2008 kill your portfolio
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When the Rich Feel Poor
Americans ill prepared for a future they fear
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Managing the Engagement Period: Setting the Stage for Financial Harmony in Marriage
What do you give a newly engaged couple? How about the gift of financial security and harmony!
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People ask: what should I invest in?
At its essence, investing is about getting the right compensation for taking on a level of risk, and matching that risk to your personal tolerance and goals. I encourage people to contemplate questions like “how much of your hard-earned wealth can you afford to lose?” and “when will you need the money?”.
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20 Tips for Building Real Wealth
Wealth building, budgeting and investing tips comes direct from the brains of 20 different financial advisors across Canada and the United States.
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Building a Stronger Financial Future Together: Working with Couples
If you’re not working with both spouses, you’re letting opportunity pass you by. In fact, you’re putting your business at risk.
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10 Ways Financial Advisors can Help Clients Educate their Children About Money
Plus, 4 books to give as gifts