Saving for the future should be on everyone’s minds. Here are some useful tips to save money. Having a budget. It’s … More
Author: CRM2Plus Inc.
Am I on the Right Financial Track (To Retirement)?
Whether your long-term financial goals are for retirement or saving up for that dream house, it can be tricky for … More
Monitoring Your Performance
Why are you investing? What are your goals? Any person investing or looking into investing should have these goals in … More
Timing the Market
If you had the ability to know for sure what’s going to happen in the future, you’d be a billionaire. … More
Passive vs. Active Portfolio Management
When considering portfolio management styles, investors are typically faced between choosing an active or passive approach based on their long-term … More
Dollar Cost Averaging: A Breakdown
Dollar Cost Averaging (DCA) is an investment strategy designed to reduce investment risk due to price volatility by putting money … More
Diversification: Portfolio Management
If you’ve ever asked an experienced investor or your financial advisor for advice on improving the risk-adjusted returns of your … More
Rebalancing
Rebalancing is the process of realigning the weightings of a portfolio of assets to maintain the original level of desired … More
Tired of using Excel to Prepare for Client Meetings?
Attention portfolio managers: there are tools that allow you to show clients graphically, what has been invested over time, market value, and performance. There are tools that require much less of your time than Excel, or your legacy system, and provide better results.
One such software tool, CRM2plus, satisfies and goes several steps beyond recent CRM2 regulations regarding performance, allowing you to demonstrate the value of your advice.
Just in time for RRSP season, new software to put you in charge of your finances:
Most investors have questions such as: How much have you invested in total? How much have you made in total? How does your portfolio performance compare to the TSX or other investing alternatives? Will you be able to reach your investment and retirement goals?
Introducing software to help you understand your financial health and answer these questions: CRM2plus.com
