While bouncing exchange rates hold high risks for older investors, staying too close to home has its own downside
The first boomers are entering retirement, leading to more requests for advice on RRIFs
As clients feel more confident about economic recovery, now is the time to recommend loans aimed at maximizing contributions
Bond mutual funds that are well managed have produced terrific returns this year; and holding them in RRSPs has extra benefits
The “smart money” is still using alternative investments such as hedge funds and commodities
More and more Canadians are learning that using a TFSA in combination with an RRSP gives them many advantages
It’s human nature to avoid what looks like major risk, but that’s almost always the best signal to buy equities
More and more financial products offer predictability, but they can be tough to understand and may carry high opportunity costs
The benefits offered by GMWBs aren’t as rich as they used to be, but sales are still strong among conservative investors
Shifting assets toward equities, real-return bonds and other types of corporate bonds can help clients tackle the threat of inflation