Archive of: Finance

Issue

Title

A new paradigm for estate planning May 30 2014

A new paradigm for estate planning

People spend a lifetime creating an estate, yet spend little time planning it

May 16 2014

Debunking the myths of lending money to family

Intra-family loans are one of the easiest and most effective estate-planning tools out there

The benefits of investing the old-fashioned way May 16 2014

The benefits of investing the old-fashioned way

Most products developed in the past few decades have made it more complicated for the average investor

The perils of historical delusion May 2 2014

The perils of historical delusion

Without considering context, rational decision-making is compromised

March 7 2014

Three lessons ‘Downton Abbey’ can teach us about business

Lord Grantham can illuminate what not to do when securing your financial future

Revisiting the myth of tax deferral March 7 2014

Revisiting the myth of tax deferral

Tax efficiencies should be an integral part of any sound investment plan

6 things 2013 should have taught us about the financial markets, but didn’t February 21 2014

6 things 2013 should have taught us about the financial markets, but didn’t

It’s buyer beware, as the bull market turns 5

Transparency and the financial advisor February 7 2014

Transparency and the financial advisor

Any professional who doesn’t tell clients how they make their money isn’t being fully transparent

January 24 2014

Navigating the complexities of valuing a business

Choosing the wrong approach could dramatically impact your company

The stock market in 2014: up, but volatile January 24 2014

The stock market in 2014: up, but volatile

In the short term, markets move on current sentiment; longer term, they move on fundamentals