Investing

Presentation: Understand your portfolio’s risk level and performance Fallback Image Decorative pattern

Investing

Presentation: Understand your portfolio’s risk level and performance

Here’s some text to help you put together a topical presentation on helping clients understand a portfolio's risk level and performance that you can customize for your next client meeting.

January 13, 2014

2 min read

Valuing intangible assets Fallback Image Decorative pattern

Financial Planning

Valuing intangible assets

Goodwill, trademarks and other intangible assets boost the worth of your business. But calculating their value can be tough.

By Steven Hacker and Amanda Salvatori |January 9, 2014

3 min read

Should you use dollar-cost averaging? Fallback Image Decorative pattern

Investing

Should you use dollar-cost averaging?

When dollar-cost averaging is a good thing—and when it could hurt you.

January 6, 2014

3 min read

Conversation starter – Capital losses in RRSPs Fallback Image Decorative pattern

Investing

Conversation starter – Capital losses in RRSPs

Need to break the ice with clients about capital losses in RRSPs?

December 27, 2013

1 min read