January 2018

Month

Advisor's Edge

Now’s a good time for that debt discussion

Data suggest a dark side to the Canadian economy

By Mark Burgess |January 25, 2018

3 min read

Advisor's Edge

Helping clients sort out a holiday inheritance fight

In the first 10 minutes of a meeting, your client says: “My kids had a horrible fight over the holidays."

By Gil Martinez |January 25, 2018

2 min read

Advisor's Edge

Bitcoin: currency, commodity or technology platform?

Two Western University academics assessed cryptocurrencies’ volatility

By Mark Burgess |January 25, 2018

2 min read

Advisor's Edge

What are your advisor’s credentials, and how do you know?

We ask three clients

By Michelle Schriver |January 25, 2018

1 min read

Advisor's Edge

When to use a codicil (and when to rewrite the will)

As financial circumstances change, so must wills

By James Dolan |January 25, 2018

4 min read

Advisor's Edge

What happens when advice breaks up with investments

Advisors get proactive and creative

By Michelle Schriver |January 25, 2018

9 min read

Advisor's Edge

Client confidential: Celine Hui

A 25-year-old with a savings plan

By Susan Goldberg |January 25, 2018

3 min read

Advisor's Edge

Bring your portfolio back to life

How to drop dead stocks and trim outsized names

By Katie Keir |January 25, 2018

7 min read

Advisor's Edge

Problems with backtesting investment performance

Why results can be misleading

By Al and Mark Rosen |January 25, 2018

4 min read

Advisor's Edge

Card counting and the stock market

Ways to stack the deck in your favour

By Mark Yamada |January 25, 2018

3 min read

More from 2018