Recent Posts

AI to drive new economic paradigm and new era of investing

Nov 21, 2024 - Alfred Lam

Experienced money managers have seen many investment trends evolve, but nothing compares to AI. Explore the great shift this mega-trend is creating in modern investing....

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I’ll be gone anyway, so why plan my funeral?

Nov 05, 2024 - Valerie Markidis

Thinking about your own death may be uncomfortable, but here’s why prearranging your funeral and sharing your wishes with loved ones is a good idea....

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Diversification working on a comeback

Oct 28, 2024 - Stephen Lingard

The 60/40 portfolio took a hit over the past few years, but diversification isn’t down for the count. As monetary policy continues to shift, look out for a comeback!...

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When selling an investment is a tax win

Sep 16, 2020

In the world of investing, there will always be an investment that underperforms. Find out how selling an investment that’s suffered a capital loss can end up saving you in taxes....

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Maintaining financial peace of mind

Sep 16, 2020

Managing COVID-19 has challenged our economy, and we’ve all felt the fallout in our investment portfolios. But there are two things to keep in mind that will help you maintain peace of mind....

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How to minimize tax on retirement income

Sep 16, 2020

It’s something you don’t often realize until you retire, but tax becomes one of your biggest expenses in retirement. We’ve got a few strategies that can help you trim your tax bill....

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Why the money talk matters

Sep 16, 2020

It’s often difficult talking to family members about money issues when the situation involves them. Find out the one compelling reason why it’s well worth having the talk....

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Does your group insurance need a boost?

Sep 16, 2020

Considering each person has unique insurance needs, group life and health insurance plans do an excellent job in providing coverage. But you may have a gap or two that needs to be filled....

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