Your Business

Tax News

ARCHIVED: Personal tax season – Are you ready?

Take this CE Course, which consists of a slide presentation and accompanying audio.

By Michelle Connolly |March 21, 2016

1 min read

Market Insights

CE Course: Red flags for equity investors

The authors identify red flags investors should watch for when assessing company stocks.

By Al and Mark Rosen |January 22, 2016

26 min read

Your Business

The design and depletion of retirement portfolios

Retail advisors can use a pension-style approach to optimize clients’ drawdown portfolios

By Graham Westmacott and Susan Daley |December 7, 2015

26 min read

Your Business

CE Course: RESP investment strategies

This course assesses the probability of various investment strategies meeting education savings goals through RESPs.

By Graham Westmacott |May 8, 2015

12 min read

CE Course: After-tax returns: How to estimate the impact of taxes on ETF performance

COURSE SUMMARY Justin Bender and Dan Bortolotti of PWL Capital explain how to estimate the impact of taxes on ETF performance. Introduction If clients hold ETF investments outside registered accounts, taxes can take a big bite out of returns. Unfortunately, comparing the tax-efficiency of similar ETFs is difficult, because there is no standard method for […]

15 min read

CE Course: Seven deadly sins of distribution portfolios

Course Summary Financial planner and market theoretician Jim Otar debunks common misconceptions concerning distribution portfolios. This course is accredited by IIROC, FPSC, The Institute for Advanced Financial Education, and the Insurance Council of Manitoba. Please see Accreditation Details for more information. Some of the most common precepts of retirement planning don’t hold up under close scrutiny. […]

December 2, 2014

19 min read

CE Course: Adaptive Asset Allocation: A Primer

This course is accredited by IIROC, FPSC and The Institute for Advanced Financial Education. Please see Accreditation Details for more information. Course Summary: The authors address flaws in the traditional application of Modern Portfolio Theory related to Strategic Asset Allocation (SAA). Estimates of parameters for portfolio optimization based on long-term observed average values are shown […]

18 min read

CE Course: Global CAPE Model Optimization

This course is accredited by IIROC, FPSC and The Institute for Advanced Financial Education. Please see Accreditation Details for more information. Course Summary: The authors use the Shiller CAPE global equity index rotation model proposed by Mebane Faber as a template for exploring a variety of portfolio optimization methods. Introduction The paper, Global Value: Building […]

15 min read

CE Course: Compendium of Sustainable Withdrawal Rates, Part 2

Earn CE credits “Compendium of sustainable withdrawal rates, part 2” is eligible for CE credits, see Accreditation details for more information Course summary: Financial planner and market theoretician Jim Otar walks advisors through sustainable withdrawal rates (SWR) for many different variables, asset allocation methods and withdrawal strategies. You must successfully complete the course, “Purpose-Driven Sustainable […]

September 24, 2014

9 min read