October 2019

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Compounding is a double-edged sword

Breaking down various fee scenarios

By Mark Yamada |October 30, 2019

3 min read

Have you ever been trolled online?

Advisors weigh in

By Michelle Schriver |October 25, 2019

2 min read

A life insurance policy loan or a loan against the policy?

A Tax Court case shows the difference for taxation

By Jamie Golombek |October 25, 2019

3 min read

How the CRA takes the life out of life interest trusts

If your business-owner client uses these trusts, special planning is required

By Kevin Wark |October 25, 2019

4 min read

Interpreting short-seller reports

Why advisors should use their intuition

By Al and Mark Rosen |October 25, 2019

3 min read

Client Confidential: Michael V. Smith

Money and relationship stress

By Susan Goldberg |October 25, 2019

3 min read

Using social media to extend your reach

But be wary of your own power

By Gil Martinez |October 25, 2019

2 min read

Country Focus: India

Planning considerations for clients with foreign ties

By Michelle Schriver |October 25, 2019

5 min read

One year of legal cannabis

The recreational market didn’t stabilize the sector’s notoriously volatile stocks. Here’s what investors need to know about Cannabis 2.0.

By Susan Goldberg |October 25, 2019

9 min read

Are co-executors a good idea?

The pros and cons of two (or more) people managing an estate

By James Dolan |October 25, 2019

3 min read