Happy Chinese New year! It’s the year of the dragon and the dragon is a symbol of power and change. Some experts suggest that the year of the dragon usually signifies change from bad to good so that may be a good sign for better markets in 2012. This week also marks the first birthday…
This is the first of a series of articles on retirement lifestyle planning from Donna McCaw, the author of IT’S YOUR TIME: INFORMATION AND EXERCISES TO GET YOU READY FOR A GREAT RETIREMENT. Donna does presentations and courses dealing with retirement readiness to prepare the Boomer generation as they venture into the new frontier of…
This year, one of the first couples I sat down with had a new years resolution to get serious about tackling their debt and wanted some help. Although I do not do this type of work often, I decided to help them anyway. Take stock of your debt Before the meeting started, I asked Mike…
I’ve been in the financial industry for 20 years and I’ve done a lot of investment research over the years. What I have found is the whole financial industry is biased to selling high cost actively managed investments with the goal of being above average. Experts are constantly flaunting their great stories or sexy ideas…
It’s been cold here in Edmonton but the cold gives everyone something to talk about. A long time ago I wrote an article on how the weather was like investing. It’s kind of entertaining (at least for me anyway) so I thought I would share it with you: What does the weather have to do…
This guest post is the result of a charitable project (Blogging for Charity) started by my friend Mark Goodfield, also known as the Blunt Bean Counter. My friends at Financial Services Group (Gary, Scott and Jennifer) were wonderful to bid $500 for the winning bid. Thanks to Financial Services Group for making the donation to…