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Are You Clueless About The Financial Investment Fees You Pay?

Most investors are blind to the true investment fees they are paying their financial advisors who are managing their financial portfolios. In a financial study on investment fees done in […]

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financial fee price tags
The Real Truth About Financial Fees

Journalist Ben Steveraman shared the following historical financial story: About 140 years ago, a savvy Philadelphia retailer named John Wanamaker realized that his customers and salesmen were wasting lots of […]

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Succession Planning
Succession Planning: Four Steps

“Succession planning is the best way to ensure that our children become responsible stewards of our wealth” Succession planning isn’t always cut and paste. There are many things to take […]

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Investment Fees
CRM 2: Suitable, But Not Sufficient

Below is an excerpt from Mo Lidsky, which was recently referenced in the Globe & Mail, on both the positive impacts and shortcomings of the new CRM 2 legislation for […]

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Investment Misconception
Investment Misconception: Equities are not as risky as people make them out to be

Investment Misconception #1: “Equities are not as risky as people make them out to be, since markets tend to rise” Why is this an investment misconception? On average and over […]

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