Archive for the ‘Competitive Intelligence’ Category

7 Reasons for Changing Your Investment Advisor

By Mark Barnicutt on September 8th, 2023

Like any profession, there are competent advisors and not-so-competent advisors in the wealth management industry. Our experience is that there are always warning signs for clients that it’s time to change investment advisors. Here are seven signs...

Covered Call Writing: 101

By Dan Hallett on May 2nd, 2023

There are few investments that investors love more than those that spin out regular cash payments. One such strategy – Covered Call Writing – is attracting a lot of attention and investor dollars. Many investors view this strategy as generating...

When to Change Your Investment Advisor: The Red Flags

By Mark Barnicutt on September 3rd, 2021

Like any profession, there are competent advisors and not-so-competent advisors in the wealth management industry. Our experience is that there are always warning signs for clients that it’s time to change investment advisors. Here are seven signs...

Understanding a True Fiduciary

By Mark Barnicutt on May 11th, 2021

“In a client’s best interests” is a phrase heard often in the financial industry. While many investment advisors simply talk about this concept, fiduciary financial advisors have a moral and ethical duty to live up to it. So what makes a...

Understanding the Real Costs: Important Questions to Ask your Investment Advisor

By Mark Barnicutt on March 19th, 2021

When you are choosing an investment counsellor to manage your ongoing investments, it can be challenging to get a full picture of the costs involved. Of course, there is a fee associated with any investment firm – but what about all those other...

Resolve to improve your financial and investment life in 2021

By Dan Hallett on January 8th, 2021

The rollercoaster that was 2020 has slipped into the rear view. So many of us are looking forward to a happier and healthier 2021 and beyond. The turn of the calendar is also a time of resolutions for many. Once the financial planning basics are...

Bank loan funds’ mislabeling masks increasing risks

By Dan Hallett on January 16th, 2020

Razor-thin interest rates have motivated investors to reach for extra returns for years. Accordingly, many investors have invested in investment funds holding bank loans – a.k.a. senior secured loans, leveraged loans, term loans, floating rate...

Cryptocurrency: A Tool for Speculation, Not Investment

By Dan Hallett on December 5th, 2019

I have often criticized the investment industry for pumping out products designed to sell, rather than build, wealth for investors, and have worked to raise investor awareness of how gimmicky products destroy wealth. The battle against such products...

Do Dividend-Paying Stocks Offer Bear Market Protection?

By Dan Hallett on September 12th, 2019

There is a lot to like about dividend-paying stocks. Dividends generally follow earnings, and are cold hard evidence of earnings’ existence. In Canada, this infatuation with dividend-payers is compounded by our love of bank and utility stocks, and...

21 QUESTIONS TO ASK YOUR FINANCIAL ADVISOR

By Mark Barnicutt on June 28th, 2019

When families have built wealth over years or decades, and in particular when that wealth was largely due to an event such as the sale of a business, their attention quickly turns to getting peace of mind knowing that their wealth is protected. This...

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