by admin@campfiredigitalmarketing.ca | Nov 8, 2012 | Estate Planning, Featured, Financial Planning, Our Insights, Portfolio Management, Retirement, Tax Planning, Total Client Experience, Uncategorized
In the 25 years that I have been in the investment advice business, I have been involved in more than a few estate settlements. I have witnessed the work of many executors and more than once had executors say to me they wished they had never taken on the job. You do...
by admin@campfiredigitalmarketing.ca | Jul 11, 2012 | Financial Planning, Investment Services, Our Insights, Portfolio Management, Special Reports and Newsletters, Uncategorized, Wealth Management
FINDING THE POINT OF MAXIMUM PESSIMISM It is hard to find anyone optimistic about the stock market anywhere these days. By “anywhere” I mean find an optimist anywhere who is optimistic about any stock market anywhere. What we do have are plenty of stock market...
by admin@campfiredigitalmarketing.ca | Jun 22, 2012 | Financial Planning, Investment Services, Our Insights, Portfolio Management, Special Reports and Newsletters, Uncategorized, Wealth Management
Over the years I have met many investors who have one major complaint “My advisor has never, ever told me to sell.” Many investors feel that, indeed, “sell” is not in their advisor’s vocabulary. Our industry is well known for preaching a buy and hold strategy. These...
by admin@campfiredigitalmarketing.ca | Jun 13, 2012 | Financial Planning, Investment Services, Our Insights, Portfolio Management, Special Reports and Newsletters, Uncategorized, Wealth Management
Most investors (and their advisors) follow the Horse Race Methodology (HRM) in investment selection and it is incredibly difficult not to. HRM is so natural and seemingly logical that many people are not aware that they are doing it. HRM arises when investors select...
by admin@campfiredigitalmarketing.ca | Apr 24, 2012 | Investment Services, Our Insights, Portfolio Management, Special Reports and Newsletters, Uncategorized, Wealth Management
Many investors are frustrated by traditional investment methods. Investors have expected great returns only to see their savings not meet their needs after so many years of investing. Investors have been earning chump change. This book, In Short: Successful Investing...
by admin@campfiredigitalmarketing.ca | Apr 3, 2012 | Investment Services, Our Insights, Portfolio Management, Special Reports and Newsletters, Total Client Experience, Uncategorized
Many investors are confused over how much their mutual funds cost and our industry does not do such a great job clarifying the issue. Let’s look at the larger mutual funds in Canada to see what fees are being charged. In a report prepared by James Gauthier of...
