Annuities are simple to explain to clients and can provide a base income, says Julia Chung, practice leader of wealth strategies at Facet Advisors in Langley, B.C.
Finding hidden value in overlooked assets
Knowing how prices will really rise is critical to protecting retirees
How to reduce portfolio volatility and maintain steady streams of funds.
During uncertain markets, remind clients they’re investing to meet a goal, not a desired return.
Beware these tax challenges
Some triage for financial bleeding