Unbiased Financial News
Managing Beyond Your Portfolio
This blog is where we share updates, resources and useful information on how to manage beyond your portfolio.
Comparing Modern Pentathlon to Post-Modern Portfolio Theory
The spirit of the Olympics has us contemplating how the modern Pentathlon compares to post-modern Portfolio Theory.
Avoid These 3 Common Power of Attorney Mistakes
Over my years of experience with a wide range of clients and families, I have observed three common Power of Attorney (POA) mistakes made by clients.
Joint Partner Trusts
Why are Joint Partner Trusts somewhat rare in Alberta? Let’s have a short discussion about the important benefit of these structures.
Avoiding the Custom House
Today the Custom House of 200 years past, can be viewed as a symbol for where many of the traditional investment firms are headed. There are many parallels to be considered.
Gap Year For The Non-Professional Hobo
After graduation, the dream of a year abroad in Spain became Quixotic. Reviewing the “flat swap” arrangement in particular, made the idea refreshingly feasible once again.