Industry

Ignore U.S. election ‘buy’ signal

It seems too good to be true, and it is. This, in short, sums up the industry experts’ response to the recent media reports linking the U.S. election cycle to rallies in stock markets promising pay dirt. Calling it the “best formula going” these reports claim “shares usually fall or drift during the first half […]

By Vikram Barhat |November 1, 2010

3 min read

This year’s IAFP case study

In September, members of the Institute of Advanced Financial Planning met in Banff, Alberta to consider its annual case study. This year’s case study involved a client everyone could identify with.

By Steven Lamb |November 1, 2010

7 min read

Getting tax back with ETFs

My colleague is always on the lookout for deals and bargains. Growing up in Saint Petersburg during a transitioning Russian economy made everyone resourceful. She and her family have used coupons to clean out stores, with the clerk paying her at checkout! She applies the same frugal approach to constructing core-and-satellite structures for taxable portfolios, and saves money by systematically harvesting tax losses using ETFs.

November 1, 2010

3 min read

An informed transition

We spend so much time in the accumulation phase of our lives and careers that sometimes it can be hard to make the switch over to a new way of thinking that goes along with major life changes like the transition to retirement. At this stage of life, though, it’s more important than ever to […]

By Mike George |November 1, 2010

4 min read