Your Business

Decorative pattern

Market Insights

Understanding beta and alpha

This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. Beta basics For most investors, beta is the number they want to beat—or buy. It’s provided by an index, but beta is much richer and more complex. In his 1955 doctoral dissertation, Harry Markowitz established the notion that a […]

By Staff |April 23, 2013

24 min read

Decorative pattern

Your Business

CE Course: ETFs In Depth

Earn CE credits “ETFs In Depth ” is eligible for CE credits, see Accreditation details for more information The ETF space continues to expand, with exchange-traded products surpassing the $2-trillion mark in January of this year, according to research by BlackRock Inc. In 2012 alone the exchange-traded products space grew by 27%. This course is […]

By Staff |April 8, 2013

17 min read

Decorative pattern

Your Business

CE Course: Stress Testing Your Retirement Plan: “How Big is My Cushion?”

Earn CE credits “Stress Testing Your Retirement Plan: ‘How Big is My Cushion?’” is eligible for CE credits, see Accreditation details for more information The single most important question of a client close to or in retirement is, “Do we have enough money to retire?” To measure the financial capacity of a client, I categorize […]

November 2, 2012

10 min read

Decorative pattern

Your Business

CE Course: Perpetual Distribution Rates

Earn CE credits “Perpetual distribution rates” is eligible for CE credits, see Accreditation details for more information It might be a friend from your church, an acquaintance at a charity or a foundation, or even a concerned HNW client. Sooner or later, someone will ask you, “Can my portfolio last forever?” This continuing education course […]

May 17, 2012

10 min read