Today’s wealthy investors are usually very involved in their financial matters. There is a tremendous amount of information available today on wealth management. Russ Alan Prince recently published Wealth Management (Wealth Management Press 2003) and defines it as “delivering a full range of ...
Read PostHow to Capitalize on Today’s Markets
The worst single-day decline since 1987. The worst week since the financial crisis. After 132 months, COVID-19 has ended the longest bull market run in history. Does this mean the good times are over? History would say no. Rather, in every market correction since the 1950s, the S&Ps...
Read PostNew CPP Rules
Executive Summary The new rules regarding the Canada Pension Plan (CPP) have confused many future retirees. The most common approach by many future retirees is to wait until it really matters. For all Canadians over 50 years old, who are approaching retirement, and beginning long-range...
Read PostRetirement Myths Debunked (Part II)
Myth #6 - You need that initial level of retirement income, indexed for the rest of your life. I’m sure you can come up with a list of things that don’t fit the “set it and forget it” philosophy. Set the cruise control and forget it. Set the room temperature and forget it. Invest in a...
Read PostRetirement Myths Debunked (Part I)
Executive Summary We are experiencing a silver Tsunami. The leading edge of the Boomers turned 65 six years ago. On average, 1,250 Canadians turn 65 years old every single day. Most Boomers were born between 1961 -1965. That’s why you feel everyone has been turning 50. And people are living...
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