Recently, I sat down with Rob McClelland to join an episode of the Think Smart with TMFG podcast. Rob is with McClelland Financial Group of Assante Capital Management. We had a great conversation and I had the opportunity to describe my core business values and strategies on investing including... click through to find out.
If organizing your financial interests has become an endless game of whack-a-mole, the cost of a financial advisor might be worth it to help you tame the tangle. Remember that it's better to focus on the value that the cost of a financial advisor brings you. "Free Advice" can cost you. Fee-based advice allows you to become the boss of your financial interests. Also, the cost of an independent financial advisor should cover far more than merely helping you buy or sell this or that security in your investment portfolio. Determine what the long-term value of financial advice is worth to you. Check out these insights that you can use to assess the value of independent financial advice vs. just looking at the cost of a financial advisor.
Good advice bears repeating - especially financial advice. Since they’ll likely apply just as well in 2020, here’s a round-up…
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…
Question: What should I do about bond market news? Answer: There is rarely a lack of breaking news related to…
Your Investment Policy Statement (IPS) is one of the best ways we know of to ensure that you are investing…
One way that many investors measure financial success is by comparing their returns against popular benchmarks like the S&P/TSX Composite…
If I take off my financial advisor hat for a moment, I have to admit I wouldn’t want to be…
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