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.
The Downturn That No One’s Talking About
Bonds, otherwise known as Fixed Income, have been a mainstay of retail investor portfolio makeup over the past 100 years.
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.