Smart planning for your heirs will include these key steps

Smart planning for your heirs will include these key steps

When planning for your heirs, it’s as important to anticipate the small conflicts that often arise between family members as it is to focus on maximizing the value of your investments
Our work with stock portfolio management clients sometimes gives us a window into problems that… Read More

Is buying stock options a good investment strategy?

Is buying stock options a good investment strategy?

Buying stock options makes your broker happy, but your wallet might feel differently
Stock options are investment products that give you the right but not the obligation to buy a stock for a fixed price, within a fixed time period.

Buying stock options generates a lot of… Read More

A second home in the U.S.—good investment idea or not

A second home in the U.S.—good investment idea or not

Despite market uncertainty in key U.S. markets, many of us are buying second homes with the belief that  further price increases are inevitable and will make those winter havens good investments.

A while back I was interviewed about this trend on CTV. Apparently I surprised everybody… Read More

The best retirement investments you must know about

The best retirement investments you must know about

The best retirement investments are the same as for everyone. Are you surprised? You shouldn’t be.
We recommend that you base your investing for retirement on a sound financial plan relying on the best retirement investments.

One thing investors of all ages fear is not having a.. Read More

Trading with a discount broker could actually cost you money

Trading with a discount broker could actually cost you money

In 2020, trading online through a discount broker, rather than with a full-service broker, is increasingly the preferred option for many investors. But risks remain.
The main advantage of switching to a discount broker is lower commissions. And commission rates can be even cheaper if you… Read More

Hidden risks of prepaid funerals

Hidden risks of prepaid funerals

Prepaid funerals may seem like a great deal for older investors, but you need to know about the hidden risks
For example, a member of Inner Circle recently asked whether there is any advantage to spending money on prepaid funerals. So you can get a sense of… Read More