Planning and Advice

Follow up like Detective Columbo

A prospect says she’s impressed with your proposals, but you don’t hear back for over a week. You want to follow up, but don’t want to seem like a pest.

By Bryce Sanders |February 3, 2014

3 min read

Planning and Advice

Currency risk in a retirement portfolio

In late January, the loonie flirted with $0.90 USD, its lowest level since the summer of 2009. For retirees who spend time in the US and abroad, a falling loonie makes travel much more expensive. It also underscores the importance of currency diversification in an investment portfolio: a declining Canadian dollar boosts the returns for foreign stocks. But getting that exposure without taking undue risk requires some thoughtful planning.

By Dan Bortolotti |February 3, 2014

2 min read