Guiding you along your financial journey
Are You Covered? Key Advantages and Disadvantages of Group Life Insurance Question. My partner and I have been thinking about life insurance recently. We have a young child, and are considering a house soon for our growing family. A friend of ours told us it’s really important that we get some life insurance to protect ourselves. But I already have […]
September was another negative month for most global equity markets, with the exception of the US.
Question. Hi, I’ve been a ModernAdvisor client for about a year, and everything is great. I understand the investment philosophy and the rationale for using index funds in the portfolios, but I’m also very interested in investing in marijuana. I keep hearing about the big opportunities, and how it could be a chance to get in on the ground floor […]
Question. Hi, I have an RRSP and a TFSA, and have been working with the same financial advisor for about 10 years. To be honest, I don’t really feel like he’s doing much for me, so I’m wondering what my options are. I’m interested in ModernAdvisor, and your low-cost portfolios look great, but I also value a dedicated advisory relationship. […]
August was a negative month for most global equity markets, with the exception of the US. The latest report on active managers showed the underperformance continues.
Question. My fiancé and I had been dating for years, and we’ve recently gotten engaged. Everything is great, and we’re planning our wedding for next summer. I’m wondering about a prenup – should I have one? Some of friends and family are encouraging me to get one, and others dismiss it as a bad idea. I haven’t discussed it with […]
June was a good month for North American stocks, while international markets struggled. Bonds and REITS performed well.
Question. My husband and I have been married for a few years, and things are generally going well. But I’ve noticed recently that he has another credit card and bank account that I didn’t know about. I was really upset when I found out, and now I’m wondering what else is he keeping secret from me? I haven’t spoken to […]
