News and advice to create informed investment and retirement strategies
Ep.9 Chilling Out: Financial Planning for RetireesIn the last two episodes of our miniseries on planning, we’ve taken a closer look at the importance of the financial plan for achieving your ultimate goal of financial security. We’ve covered the key areas of focus and...
Many of us today are experiencing the strains of helping our aging parents cope with their loss of independence and control. We often approach this issue from a health and living conditions perspective. Another equally important but less considered perspective has to do with financial matters.
When I was 19 years old, I made the decision to move from El Salvador to Montreal. I am extremely happy and proud of the work I put in to get where I am today. We tend to overemphasize the finish line, but the journey is truly what shapes and fuels us. My journey now takes me to Tulett, Matthews and Associates, and I will tell you why I made the decision to join the firm.
On June 23, the citizens of the United Kingdom voted to leave the European Union. While there has been much speculation, many of the longer-term implications of the referendum remain unclear, as the process for negotiating what a UK exit might ultimately look like is just beginning.
A new report by the Hulbert Financial Digest has detailed the disappointing performance of market timing newsletter predictions. It is a sobering, by the numbers glimpse into why staying invested is the best strategy for you and your portfolio.
SPIVA’s 2015 scorecard saw active managers in a variety of asset classes dramatically underperform against comparable benchmarks over 1 year, 3 year, 5 year, and 10 year periods. It comes as no surprise that more and more investors are eschewing active management in favour of passive strategies.
2015 was a challenging year. Join us in taking a look back at the events that impacted our world and our portfolios.
Do you ever think about what would happen to your investments or who would pay your bills if an accident or illness prevented you from doing so? More importantly, who would take care of you should you become mentally incapacitated? These are difficult subjects that many of us would rather not discuss about situations we would all prefer to avoid. Yet wishful thinking is no substitute for proper planning
Ruben Antoine shares childhood lessons learned preparing for hurricanes and applies them to a new TMA investment drill.