Research by the Wharton School of Business asked what clients of financial planners deemed the most important aspects of their professional relationship. The top 3 were: Trust, understanding of the family’s needs and goals, and the advisor’s communication practices....
The mayor of Rome Italy recently refused to back an Olympic bid for her city because as she said “we can’t even collect our own garbage.” New Delhi India, has closed schools for a few days because the air pollution is seriously affecting its citizens. Did you know...
Beginning in 2017 the performance reporting on your investment statement will compare your rate of return to a particular benchmark. The stock market is classified into sections by companies that have similar characteristics or investment objectives. Each section is...
The financial crisis of 2008 was a memorable event worldwide. Central banks want to prevent another catastrophic event like that. The Bank of Canada’s role is to provide favorable conditions for the Canadian economy to grow which in turn benefits its citizens. Zooming...
I had a client call me the other day to ask why she had not received her statements in the mail. It turns out she had electronic delivery but had never accessed her statements online. So I walked her through the process, and it got me thinking about the rest of you.... 
