Practice

Preventing mistakes with behavioural finance

Mr. Silverman was upset during the 1999 client review meeting. He couldn’t fathom why you, his advisor, had not increased his equity allocation to take full advantage of the bull market in which his peers were participating. You were reminded of that meeting during the 2009 review when Mr. Silverman declared that he “had enough” and “couldn’t take it anymore.” He felt he was over-exposed to equities in the first place.

By Stephen Horan |February 1, 2011

6 min read

Preventing mistakes with behavioural finance

Mr. Silverman was upset during the 1999 client review meeting. He couldn’t fathom why you, his advisor, had not increased his equity allocation to take full advantage of the bull market in which his peers were participating. You were reminded of that meeting during the 2009 review when Mr. Silverman declared that he “had enough” […]

By Stephen Horan |February 1, 2011

6 min read

Beware the new e-rules

Recent federal government regulations will allow banks and other financial institutions to do more business with customers online and electronically transmit documents currently mailed at hefty postage, printing, disposal and environmental costs.

By Richard E. Austin |January 27, 2011

3 min read

Experts discuss risk – Part two

Clients witnessed risk in action in 2008, but have these lessons lingered?

By Terri Goveia |January 27, 2011

7 min read