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CE Course: An in-depth look at ETFs, Part 2

Earn CE credits “An in-depth look at ETFs, Part 2” is eligible for CE credits, see Accreditation details for more information The questions for this course were written by Mark Yamada, President & CEO of PŮR Investing Inc., a registered portfolio management and software development firm specializing in disruptive strategies for investors, their advisors and pension […]

By Staff |January 24, 2012

17 min read

CE Course: An in-depth look at ETFs, Part 1

Earn CE credits “An in-depth look at ETFs, Part 1” is eligible for CE credits, see Accreditation details for more information. The questions for this course were written by Mark Yamada, President & CEO of PŮR Investing Inc., a registered portfolio management and software development firm specializing in disruptive strategies for investors, their advisors and […]

January 24, 2012

10 min read

CE Course: Lifelong retirement income: the zone strategy

One of the difficult decisions that must be made at the start of retirement is how to create lifelong income for your client

January 23, 2012

15 min read

The Place of ETFs in Portfolio Allocation and Diversification

Asset allocation is the strategy investors follow to divide their money between different assets like stocks, bonds and cash. The underlying principle is that prices of different assets move in different(uncorrelated) ways, leading to the idea that diversification protects against risk, which is defined as volatility. But asset allocation says little about the investor’s objectives.

December 5, 2011

13 min read