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).
Railroads have driven both Canadian and American economic growth for centuries. And the perfect storm of economic activity, new oil reserves and environmental concerns has recently pushed these companies to the investing forefront.
Help clients understand their combined effect
Standard Life Mutual Funds has opened two EM funds.
With bond yields still near historically low levels, investors have increasingly focused on higher yielding equities to provide cash flow. But sometimes the higher yields are just too good to be true.
The CDA is a powerful tax-planning tool
Dividends at Sun Life Financial for most participating policies will be smaller this spring, the company says.
Our mailbox continues to fill with opinions on the fate of trailer commissions, following a story we ran earlier this week on 12(b)-1 fees in the U.S. With all the fuss over how an advisor is compensated, one reader pointed out that un-advised investors are frequently still paying the fee for advise to their execution-only […]
I know a few financial advisors who are transitioning their practices to an advice-first approach. One elected to make the change because she felt she would earn more money in the long run. Another believes he will be able to do a better job for his clients, which in turn will make it easier for […]