Advisor to Client

Consider a concentrated portfolio

Concentrated portfolios are seen as unacceptably risky. Diversification reduces your risk, but holding too many equities can be a bad idea.

By Susy Abbondi |May 6, 2014

3 min read

Financial Planning

Passing on the family cottage

Deciding the future of your cottage should address both the sentimental and the financial realities.

By Elaine Blades |May 5, 2014

2 min read

Risk Management

Cope with the end of Windows XP

How to stay in step with software and keep your practice safe now that XP is over.

May 2, 2014

3 min read

Investing

Invest in ETFs carefully

What you need to know before investing in an ETF.

April 30, 2014

3 min read

Financial Planning

Should you open a franchise?

Many would-be business owners opt to go with a franchise due to the name recognition and reputation.

By Lisa MacColl |April 29, 2014

3 min read

Risk Management

Protect yourself when traveling abroad

Kidnapping for ransom is a billion-dollar business. Before you or your employees go abroad, protect yourselves.

April 28, 2014

2 min read

Risk Management

Conversation starter – Protect yourself when traveling abroad

Ask your clients, “Do you travel much for business?”

April 28, 2014

1 min read

Financial Planning

The quantified cash flow plan

Forget traditional financial planning. For easily quantifiable results that keep you motivated, develop a cashflow plan.

April 28, 2014

2 min read

Tax

Is your loan tax deductible?

Determine if what you borrow will pass the interest deduction test.

By Paul Gibney and Brent Pidborochynski |April 25, 2014

1 min read

Risk Management

Plan for incapacity

Who will make decisions about your home and health if you can’t? Plan ahead before it’s too late.

By Elaine Blades |April 23, 2014

3 min read

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