Practice

Horse stories for the Year of the Horse

If your clients celebrate Lunar New Year, wish them a happy year of the horse.

By Staff |January 31, 2014

1 min read

When fear gives way to greed

Warren Buffett famously advised investors to be greedy when others are fearful, and fearful when others are greedy. Of course, the reason this strategy is so effective is that most of us are greedy when others are greedy. And as advisors conduct their annual reviews, they may be seeing some of that greed in their clients.

By Dan Bortolotti |January 28, 2014

3 min read

The ABCs of cash flow planning: D is for Detrimental

Every Monday, we look at the ABCs of cash flow management.

|January 27, 2014

2 min read

Preventing POA abuses

When presented with a POA document, Harold Geller, a civil litigator with Ottawa-based Doucet McBride LLP, says advisors should focus on a few basics.

By Risha Gotlieb |January 27, 2014

4 min read