Financial Library

Aug
13
2013

Integrated Investment Management Can Save Taxes

High net worth investors are now sitting back and enjoying the summer weather, breathing a sigh of relief now that they are done with their annual tax filings. The work involved in assembling all of the relevant tax information is made more complicated by the fact they often deal with several investment firms.

U.S. financial research firm, Cerulli Associates, recently found that high net worth investors had, on average, 3.7 investment advisors. Ultra-affluent investors often spread their investments across many more.

Tags: 
investment planning
Apr
09
2013

Retirement Planning: Back to Basics

In the aftermath of the US housing market bust and the ensuing financial meltdown that led to global stock market declines of 2008, people are getting back to the basics as far as their retirement planning goes. Although the stock market has recovered, many pre-retirees have lost a lot of ground in their retirement accounts and are facing a new reality. Retirement may not be what they had originally envisioned; but with some retirement income 101 basics, most people should be able to get back on track.

Start with Realistic Assumptions

Tags: 
retirement planning
Feb
12
2013

Volatile Economy = Investor Fatigue

Investors are becoming increasingly exhausted trying to follow the seemingly never-ending bad global economic news. Overseas markets have put a strain on Canada even though we are more stable, economically, than most other countries in the world.

Crystal balls are in short supply resulting in increased skepticism and general feeling of Is this downturn ever going to end?' The uncertainty has investors reeling - leading them to make judgements with their portfolios that they wouldn't normally exercise.

Baby Boomers Getting Nervous

Tags: 
investment planning

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