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Hot Off the Web- August 26, 2013 23 Aug 2013 | 04:42 am
Contents: Prescribed rates, equity-indexed annuities? what do P/E ratios mean? Palm Beach County home prices up YoY but down QoQ, South Florida 43rd in home price increase from through, second home ow...
Hot Off the Web- August 19, 2013 16 Aug 2013 | 07:55 pm
Contents: Things to mess up retirement, unexpected death of spouse running finances, the permanent portfolio, accumulation vs. decumulation, US vs. Canadian listed Vanguard ETF considerations for Cana...
Hot Off the Web- August 12, 2013 9 Aug 2013 | 03:04 pm
Contents: Investment manager or financial planner? importance of liability management, comments on proposed changes in OBSI terms of reference, indexing vs. dividend-based strategy, Canada/Denmark loo...
Q&A: What do I need: Investment manager or Financial Planner/Adviser? 6 Aug 2013 | 10:38 pm
Question (paraphrased): While I use ETFs, my portfolio returns have not been great. Should my husband outlive me, he will not be able to continue to manage our portfolio. I found some pooled fund ...
Hot Off the Web- August 5, 2013 2 Aug 2013 | 08:00 pm
Contents: Deferred annuities, safety of cash? not so ‘independent advisers’, only 15% trust their advisers, estate planning errors, yield vs. dividend growth, LearnVest’s objective to disrupt advice i...
Hot Off the Web- July 29, 2013 25 Jul 2013 | 01:17 am
Contents: Passive beats active-again, bonds: what now? fee transparency needed, unit investment trusts-Not, no sustainable value in market timing, money mistakes, young adults’ insurance needs? client...
Hot Off the Web- July 22, 2013 19 Jul 2013 | 06:14 pm
Contents: Decumulation during “income drought”, target-maturity bond ETFs, bond ETF approaches, your best interest at odds with your adviser’s? foreclosure driven reverse mortgage changes, cash return...
Hot Off the Web- July 15, 2013 12 Jul 2013 | 02:57 pm
Contents: Fiduciary standard to drive advisers from mutual to segregated funds? no incremental cost with fiduciary duty and revenues higher, the 3-ETF portfolio, OBSI changes reduce effectiveness, new...
Hot Off the Web- July 8, 2013 5 Jul 2013 | 02:59 pm
New ‘Homepage’: While the blog format used for a little over a year works great as a blog, I find that it is missing a holistic view of the breadth and depth of content which has been built over the a...
Hot Off the Web- July 1, 2013 28 Jun 2013 | 03:01 pm
Contents: Unlink adviser compensation from product sold, unclaimed funds for a fee, some securities unfit for TFSAs, home prices: U.S. up 12.1% YoY and 2.5% MoM, Florida up 13% YoY but concerns contin...
