Breaking Up With Your Advisor

By Nancy Graham · November 30, 2017 - 0 comments

In my past few “No Dumb Questions,” I’ve been covering a series of “those questions,” or the kind that can be awkward to ask your current financial advisor. So far, I’ve covered what to look for and how to interview a new prospective advisor, how to  conduct due diligence on your current one, and how to ensure your money is being safely held. 

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Seven observations about General Electric

By Raymond Kerzérho · November 29, 2017 - 0 comments

General Electric — a New York Stock Exchange icon — fell off its pedestal in 2017, with a drop in share price wiping out over $100 billion in market value. Management even decided recently to reduce the per-share dividend by half. What do we know about GE’s history and what can we learn from it? Here are my observations.

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Mutual Fund Fees

By Susan Daley · November 22, 2017 - 0 comments

 Canadians are getting ripped off! Thanks to increased exposure, investors are waking up to the fact that we pay some of the highest mutual fund fees in the world (see page 20 in attached report)! The more you pay in fees on an ongoing basis, the less money you keep in your pocket and therefore the less you have available to fund your retirement or other financial goals. Watch my latest video to understand many of the fees that can be embedded within mutual funds.

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Financial Housekeeping

By Peter Guay · November 21, 2017 - 0 comments

Welcome back to “Do It Together” financial planning. It’s that time of the year. No, not tax time, I mean the holiday season. You’re probably thinking of family get-togethers, great food or even a winter getaway but there’s one more thing I want you to do: it’s a little financial housekeeping.

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