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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Are Stocks Overvalued?

Cases of COVID-19 are declining and economies are re-opening. It won’t be long before the only thing that isn’t normal is interest rates....

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Do you have assets that can’t be divided?

Think of the inheritance you plan on leaving to your children. If you have an asset that can’t be easily divided, you’ll want to read this....

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Running hot - Will the inflation run last?

Consumers have only had to look at the gas pump or local grocery store the past few weeks to notice the increase in inflation and consumer prices....

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Prepare your executor

Unless you prepare properly, your executor might end up feeling more like a detective. See what important steps you can take now to make sure the process goes smoothly....

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Will you need life and health insurance in retirement?

You don’t hear much about insurance needs in retirement. So we’ve got you covered with helpful information on life, disability, critical illness, long-term care and private health insurance....

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