Socially responsible investing The Montrealer December 21, 2009 6380 Poke the conscience of investors and you'd be surprised at how many are attracted to the idea of investing their money so that it improves the world in some way. Socially responsible investing (SRI) taps into t...
What the answers mean The Montrealer October 11, 2009 5125 For the last two months, we’ve been going over a set of questions that investors should consider asking a potential new advisor when they’re thinking of making a move from their current one. Studies show that a...
Making a move – what to ask Part Two The Montrealer September 11, 2009 5569 In the August issue, we published the first set of questions to help those investors considering a switch from their current money manager or financial advisor. Indeed, it’s a big move and asking the potential ...
Making a move The Montrealer August 7, 2009 5501 Sometimes you just have to pause…and reconsider a relationship. Studies show that about 10% of investors are preparing to switch financial advisors or firms in the next year. It’s a big move, especially if t...
Ordinary People, Extraordinary Wealth The Montrealer July 28, 2009 5215 A client recently remarked that “every column on investing inevitably makes me feel bad, that I’m missing something. Why is that? The writer shares some knowledge and wisdom that I’m advised to remember and put...
Where to go when the going gets rough The Montrealer August 10, 2008 5019 (This article discusses financial issues and uses fictitious names of people for illustrative purposes.) Many of the approximately 10 million Canadian baby boomers born between the years of 1947-1966 can r...
Rebalancing your portfolio potentially increases returns The Montrealer June 6, 2008 4777 (This article discusses financial issues and uses fictitious names of people for illustrative purposes.) When we last visited with Rhonda and Steve Baker, they were discussing the positive impact of Asset ...
Less risk may mean higher returns The Montrealer May 14, 2008 4543 (This article discusses financial issues and uses fictitious names of people for illustrative purposes.) It’s the weekend and Steve and Rhonda Baker are sitting down to a late breakfast with their son, Adam....
“Asset allocation” can mean lower tax rates…and you keep more money for your future The Montrealer April 13, 2008 5011 Capital gains and dividends have a lower tax rate, and income in your RRSP is tax sheltered until you withdraw; usually at a lower tax rate in retirement (This article discusses financial issues and uses f...
Recent changes in tax rules may provide greater refunds from charitable donations The Montrealer March 11, 2008 4409 The Franz Group serves investors as part of MacDougall, MacDougall & MacTier Inc. (This article discusses financial issues and uses fictitious names of people for illustrative purposes.) Last week we di...
