Todd Stanislawski is a 65-year-old retired math teacher living in Kamloops, B.C. He just inherited $250,000 and isn’t sure if he should invest it, or repay the $200,000 he owes on a home equity line of credit (HELOC).
Sweeping changes follow a recent U.S. Supreme Court ruling
Six situations when it makes sense
Those who think CRM2’s disclosure requirements will lead clients to make more rational choices could be in for a nasty surprise.
Bradley offers a breakdown of how select markets are faring.
Merger arbitrage isn’t just for high rollers
Getting into hedge funds isn’t as hard as it used to be. And they’re not as scary as you’d think.
DiSpalatro: My first experience with an advisor wasn’t good. In early 2007, I was an academic preoccupied with geopolitics, with little knowledge of the markets and even less of the vehicles people like me—the most retail of retail clients—would use to access them.
How to help ultra-high earners with short careers
The forecast for value investors is bright, but not if they plan to park their money in North America.