Investing

Presentation: Understand your portfolio’s risk level and performance

Here’s some text to help you put together a topical presentation on helping clients understand a portfolio's risk level and performance that you can customize for your next client meeting.

January 13, 2014

2 min read

Valuing intangible assets

Goodwill, trademarks and other intangible assets boost the worth of your business. But calculating their value can be tough.

By Steven Hacker and Amanda Salvatori |January 9, 2014

3 min read

Should you use dollar-cost averaging?

When dollar-cost averaging is a good thing—and when it could hurt you.

January 6, 2014

3 min read

Capital losses in RRSPs

RRSPs have many benefits, but relying on them alone as your savings strategy overlooks their drawbacks.

December 27, 2013

3 min read