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Tweaking withdrawals for lifelong income

A common misconception about retirement income planning is that if a portfolio doesn’t grow as planned, all you need to do is bring down withdrawals for a year and it will be back on track for lifelong income.

October 23, 2013

10 min read

Understanding CRM II’s performance reporting requirements

This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. The rules associated with Phase II of the Client Relationship Model (CRM II) were finalized earlier this year. Among other requirements, CRM II requires dealers and portfolio advisors to provide investment performance reports to their clients every year. Implementation […]

By André Fok Kam |October 18, 2013

19 min read

Determinants of growth in distribution portfolios

Financial planner and market theoretician Jim Otar explains the most important factors impacting a portfolio’s growth as withdrawals are made during retirement.

June 14, 2013

19 min read

Understanding beta and alpha

This course is no longer eligible for CE credits. Go to cecorner.ca to find eligible courses. Beta basics For most investors, beta is the number they want to beat—or buy. It’s provided by an index, but beta is much richer and more complex. In his 1955 doctoral dissertation, Harry Markowitz established the notion that a […]

By Staff |April 23, 2013

24 min read