Financial planning

Paying attention to wave cycles

Last month, I talked about the secular bear markets of the 20th century and how they, by necessity, impact the approach people should take with their equity investments.

By Murray Belzberg |November 1, 2010

3 min read

Planning and Advice

The value of financial-planning services

Recent economic woes and job uncertainties have led to increased interest among many Canadians, including the baby boomers, in their financial health. But although the media is rampant with discussions on financial planning, there are still very few individuals who have the confidence and security of an understandable plan that addresses their financial and other life goals.

By Douglas Lamb |October 1, 2010

5 min read

Market Insights

P.M. market data for July 26, 2010

North American markets Back to Top Close Change YTD Dow Jones 10,525.43 +100.81 or +0.97% +0.93% S&P 500 1,115.01 +12.35 or +1.12% -0.01% NASDAQ 2,296.43 +26.96 or +1.19% +1.20% TSX 11,746.07 +31.86 or +0.27% 0.00% International markets Back to Top Close Change YTD Nikkei 9,503.66 +72.70 or +0.77% -9.89% Hang Seng 20,839.91 +24.58 or +0.12% […]

By Staff |July 26, 2010

1 min read

Industry

Advisors share their favourite mobile apps

BlackBerry buffs or iPhone fanatics, financial advisors are doggedly devoted to their smartphones. Although merely a means of communication, these devices turn into fix-all toolkits when appropriate applications are added to their functionality. Between the two, they share an army of applications that ostensibly take the legwork out of a plethora of day-to-day tasks. Advisor.ca […]

By Vikram Barhat |July 26, 2010

4 min read

Cash (flow) is King

Managing client cash flow is an overlooked yet crucial part of financial planning that can help you drastically increase your practice’s revenues. A recent National Payroll Week Employee Survey suggests that over 59% of Canadian employees would have trouble making ends meet if their paycheque was delayed by even one week. Talk about improper planning, […]

By Robert Abboud |December 1, 2009

6 min read

RDSP choices remain limited, despite new entries

In less than a month the deadline for receiving any government contributions on the new registered disabled savings plan (RDSP) will expire for the 2008 tax year. Yet, only two financial institutions are offering RDSPs. RBC announced Monday it will be offering RDSPs as of February 16, 2009. This will allow interested families to take […]

By Mark Noble |February 9, 2009

4 min read

The new normal

We’re deep in the woods, and many crystal ball polishers are pining for old times. The most daring are calling for a return to happy days by the end of this year. But those ball gazers are just looking for the next bubble, so they’re best ignored. Anyone predicating a business model on consumer spending […]

By Philip Porado |February 1, 2009

2 min read

Make way for the working retiree

People nearing retirement are in for busy times, but it won't just be making exotic travel plans or sinking holes-in-one. Instead, some will be re-entering the workplace, either full-time or part-time, and even reclaiming their old offices.

3 min read