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Read more about the article A year’s worth of worthy financial advice

A year’s worth of worthy financial advice

  • Post published:January 3, 2020

Good advice bears repeating - especially financial advice.  Since they’ll likely apply just as well in 2020, here’s a round-up…

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Read more about the article How much does it cost to retire?

How much does it cost to retire?

  • Post published:July 4, 2019

Hey, it worked!  I posted “What’s on your mind?” asking you to tell me what financial questions I could help you resolve.  Many thanks…

Continue ReadingHow much does it cost to retire?
Read more about the article Interest rates are rising (or falling): What should I do with my bond investments?

Interest rates are rising (or falling): What should I do with my bond investments?

  • Post published:October 7, 2015

Question: What should I do about bond market news? Answer: There is rarely a lack of breaking news related to…

Continue ReadingInterest rates are rising (or falling): What should I do with my bond investments?
Read more about the article What is an Investment Policy Statement and what should it include?

What is an Investment Policy Statement and what should it include?

  • Post published:August 11, 2015

Your Investment Policy Statement (IPS) is one of the best ways we know of to ensure that you are investing…

Continue ReadingWhat is an Investment Policy Statement and what should it include?

For what it’s worth: Avoiding “Tracking-Error Regret”

  • Post published:January 13, 2015

One way that many investors measure financial success is by comparing their returns against popular benchmarks like the S&P/TSX Composite…

Continue ReadingFor what it’s worth: Avoiding “Tracking-Error Regret”

When choosing a financial advisor: The single most important question to ask

  • Post published:October 28, 2013

If I take off my financial advisor hat for a moment, I have to admit I wouldn’t want to be…

Continue ReadingWhen choosing a financial advisor: The single most important question to ask

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