An assortment of benchmarks can be used to compare how a portfolio is performing relative to various market segments. Financial … More
Category: investment analysis
Does the Permanent Portfolio really protect you from market volatility? We use the CRM2Plus software to test if it truly performs … More
Counterfactuals: Demonstrating the Value of Your Advice
It may be the case that one of your clients saved a significant amount of money by listening to your … More
What Should I Invest In?
Disciplined investing is a great way to consistently grow your wealth over time. There are many different types of financial … 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
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
Working with the Average Investor
The average investor lacks the time to make sense of their financial reports. The biggest benefit of using a financial advisor is having a credible, well-educated individual to explain performance and help guide financial decisions. But this is time consuming.. There are tools, Made in Canada tools, to make your life as a CFP or FA easier….
The Value of Financial Advice
The best and easiest way to improve your investment portfolio performance is to get a financial professional to guide you. The value of advice increases over time
Time Management and the New Financial Advisor
Valentine’s Day and I’m certain you are working late. Managing time is impossible with the mass of tasks that need to be done. The right tools can help.