Clients will occasionally ask: Why isn’t my investment doing well? Then I ask which one they’re concerned about, and what they’re basing that determination on.
The investigation began in 2014. It concluded, with remarkable speed and efficiency, in 2016.
“If you can get your hands on a directory of doctors, you’ll be made.” Believe it or not, this was part of my training as a rookie financial adviser over 20 years ago.
Maybe some of you remember my blog post of 2010, on whether or not to give a child an allowance? In case you didn’t catch it, or don’t boast a photographic memory, I’m reproducing it below.
By now, most of you working with a financial advisor or robo-advisor have completed a standard risk tolerance questionnaire.
A “job for life” is a thing of the past. Most Canadians will receive a termination notice at least once in their career. Don’t leave getting the best possible treatment in your severance to chance.
Many of you will have read my March post , discussing the furor over TD bank employees being caught breaking the law. You may remember I was unsurprised.
Typically, severance packages do not include a continuation of disability insurance.
Interest rates are still low. As a result, we are increasingly asked if it makes more sense to invest extra cash rather than pay down debt.