Articles

News and advice to create informed investment and retirement strategies

Ep.9 Chilling Out: Financial Planning for Retirees

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...

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Past Articles

Observations in Helping Our Aging Parents

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.

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Why I Chose Tulett, Matthews & Assoc.

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.

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Brexit: What it Means for Your Portfolio

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.

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Active Management Underperforms Once Again

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.

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“Who’s Taking Care of Me and My Stuff?”

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

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