May 8, 2013
My mother recently learned how to play Solitaire, the one-person card game, and often plays online for extended periods. But every so often she gets stumped and will call me with a question; she now refers to me as her solitaire coach.
April 24, 2013
Not long ago, I picked up my daughter from school and discovered that her entire class was punished because another child misbehaved and interrupted the day’s instruction.
After hearing her story, I recalled that the same classmate...
April 1, 2013
When interviewing a money manager, most investors want to know investment performance. It is a natural question, but there is much more you need to know beyond absolute returns.
In lieu of focusing exclusively on annual performance, it will...
February 6, 2013
It is always helpful to start with why you are considering an investment:
What role does it play, and how will it fit into the mix of your current funds? Is there any overlap...
February 1, 2013
It's never about the money.
So what is it then? In my personal experiences as a financial therapy client, private school graduate, personal assistant to high-net-worth individuals, yoga instructor, secondary school educator, and...
January 28, 2013
Every financial adviser faces the uphill battle of building a customer base through referrals, networking, cold-calling and marketing - and the memory of his early days of seeking clients still haunts Christopher Dewdney.
"The first years...
January 24, 2013
Fast-changing features on social media sites are triggering a new wave of compliance challenges for financial advisers at a time when many are just becoming comfortable with the technology in the first place.
As social media sites such as...
January 24, 2013
Lending money to a family member is an age-old problem. You have the money; they need the money. Why not?
A loan is a business transaction, usually with collateral. Think of a home mortgage or a car loan. The transaction has an interest...
January 11, 2013
It has been said the the first step you need to take is admitting you have a problem - and debt issues are no different. Unfortunately, most people are embarrassed to admit their money woes to others. However, it might be time to get professional...
December 21, 2012
A lot of people are hesitant to put their money in the hands of a financial planner. Because putting your hard-earned money in the hands of a stranger is not easy. However, your decision to hire a financial planner can be a wise one - if you do...