Do you mean asset allocation? If you have read anything about setting up an investment portfolio, you have probably come across the term asset allocation. This term has to do with how you mix the various investment options at your disposal. For example, if you scan...
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It’s hard to believe but my children are all adults now. I asked one daughter recently what she learned about money from being raised in our household. She came back with an answer very quickly: “Don’t spend money.” I was surprised. I suppose I hoped that...
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Everybody wants to be in on the ground floor of THE NEXT BIG THING. They want to be an employee of the next Amazon, Apple, or Microsoft, when those companies were in their start-up phase, and be granted stock options that will grow from zero...
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In a few days, my oldest child will get married. There are at least two consequences of this impending event: 1. I will take a break from writing a blog post next week. 2. This blog post. There are certainly more consequences that are much more...
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This is the fourth of four blog posts on the election platforms of the national parties that had seats in the House of Commons at dissolution. I exclude the Bloc Quebecois because they do not appoint candidates outside of Quebec. In the previous posts, I...
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This is the third of four blog posts I intend to write on the election platforms of the national parties that had seats in the House of Commons at dissolution. I exclude the Bloc Quebecois because they do not appoint candidates outside of Quebec. In...
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This is the second of four blog posts I intend to write on the election platforms of the national parties that had seats in the House of Commons at dissolution. I exclude the Bloc Quebecois because they do not appoint candidates outside of Quebec. Last...
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This the first of four blog posts I intend to post in the next few weeks on the election platforms of the various parties that seek to put up candidates in every province of Canada and also have MPs currently elected to the House of...
Read MoreA survey conducted by the Angus Reid Institute at the end of 2017 found that less than half of Canadian adults had a will. Furthermore, of those who do, only about 25% said the document was up to date. Just Because You Wrote a Will… There is...
Read MoreAt the end of July, Globe and Mail Personal Finance columnist, Rob Carrick, wrote an article about the cost of a financial plan. For this post, I thought it might be helpful to review how I charge for the financial plans I create for my...
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