Asset Allocation: Navigating the Buffet

By Howard Kwan, BA, CFP, FMA    IN THIS ISSUE: With so many investment options available, how does one know where to put their money […]

SRI: Profits with Principles

By Peter Mortifee, MD   “Socially Responsible Investing (SRI) is seen by some as an important part of what makes securities acceptable in a portfolio […]

Cash Flow Is King

By John Nicola CLU, CHFC, CFP IN THIS ISSUE: How wonderful would it be if your investments paid you rent for owning them? Imagine that. […]

A Time to Rejoice

By Russil Lea, CFA IN THIS ISSUE: Do stocks ever go ‘on sale’? The answer is yes, but investors usually grimace because it means prices […]

Are We Still the Enemy? (Redux)

By David Sung, CFP, CLU, RHU IN THIS ISSUE: How does the average investor miss out on 8.9% in returns each year? Simply by succumbing […]

When I Am Sixty Four – Part III: Wills & Ways

By John Nicola CLU, CHFC, CFP IN THIS ISSUE: In the third part of our series, When I’m 64, John Nicola highlights the importance of […]

Ponzi Investing & The Plankton Theory

By John Nicola CLU, CHFC, CFP IN THIS ISSUE: Many people see housing as an investment and are willing to use leverage (mortgages) as a […]

Approaching Retirement: Are We There Yet?

By Phil Tippetts-Aylmer, BA (Hons), CFP IN THIS ISSUE: “When can I retire? How much money do I need to save? Are my current investments […]