Investments

Quality trusts offer downside protection

(August 2007) It has been an unusually rough summer on the capital markets, which may be fine for younger investors with longer time horizons, but for those nearing retirement — or already there — volatility is the last thing they need. For investors who want downside protection and potential growth, it may be time for […]

By Steven Lamb |August 29, 2007

3 min read

Quality trusts offer downside protection

(August 2007) It has been an unusually rough summer on the capital markets, which may be fine for younger investors with longer time horizons, but for those nearing retirement — or already there — volatility is the last thing they need. For investors who want downside protection and potential growth, it may be time for […]

By Steven Lamb |August 27, 2007

3 min read

Retirement planning should be a sure thing

Most advisors already know the results, but they are well worth reviewing. On average, the individual who saved half as much but for twice as long (30 vs.15 years) ended up with nearly three times the wealth of the individual who saved twice as much, but for only half as long. In fact, historically the […]

By Peter Drake |August 8, 2007

4 min read

Canada finally gets the go-head to issue covered bonds

(July 2007) Just when you thought you knew everything there was to know about North America’s financial markets, along comes a brand new product that could have lasting effects on Canada’s financial industry. In late June the Office of the Superintendent of Financial Institutions gave the go-ahead for Canadian banks to start issuing covered bonds […]

By Bryan Borzykowski |July 18, 2007

5 min read