News and resources for Canada's top financial advisors
Investing
In the aftermath of the financial crisis, firms began depleting cash reserves to survive.
By Susy Abbondi |February 19, 2015
3 min read
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
Modern portfolio theory suggests you should value stocks based on the sum of discounted dividend cash flows — called the dividend discount model (DDM).
By Susy Abbondi |February 14, 2014
2 min read
Market Insights
How to calculate company profit
Why knowing when to sell is just as important as knowing when, and what, to buy.
By Susy Abbondi |January 29, 2014
Are you able to explain your investment thesis in three sentences? You should be.
By Susy Abbondi |January 17, 2014
How understanding makes you a better investor
Stock prices may go up and down, but over the long term, it can be the real value of a business that counts.
By Susy Abbondi |January 16, 2014
You should avoid choosing investments based on dividend payouts. Here’s why:
By Susy Abbondi |December 17, 2013
Planning and Advice
May 8, 2024|5 min read
March 20, 2024|5 min read
May 7, 2024|4 min read
March 7, 2024|4 min read
February 15, 2024|3 min read
December 20, 2023|3 min read
Tax & Estate
January 17, 2024|4 min read
October 26, 2023|4 min read
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