by Sandi Martin | Aug 13, 2020 | Book Review, Budgets, Eugenié George, Wealth Management
Book Review I’ve been waiting for Eugenié George’s Our Money Stories to come out since she talked about writing it on Nerd’s Eye View (a financial planning industry blog written by Michael Kitces). What drew me to Eugenié, and got me excited about her book, was her...
by Spring Plans | Apr 3, 2020 | Big Picture, Cash Flow, COVID-19, Investing, Personal Finance, Wealth Management, Webinar
Note: For more information on the coronavirus and how it relates to your finances, see our dedicated COVID-19 resource page. Cash Flow Clinic Transcript Kathryn Mandelcorn (KM) 0:16 Good afternoon everybody, everybody’s admitted in, we are recording this call. So...
by Darryl Brown | Mar 24, 2020 | Big Picture, COVID-19, Investing, Personal Finance, Portfolio IQ, Wealth Management, Webinar
Note: For more information on the coronavirus and how it relates to your finances, see our dedicated COVID-19 resource page. Financial Markets and COVID-19 Q&A Transcript 0:00 Thanks for joining this call to review what’s going on in the financial markets, and...
by Sandi Martin | Sep 12, 2019 | Inside the Bank, Wealth Management
(This article is reposted with the permission of the author. It was originally published here Boomer & Echo.) Imagine this scenario: you’ve gone into the bank to see about setting up a home equity line of credit, or buying a cottage, or increasing your regular...
by Sandi Martin | Nov 18, 2014 | Blog, Investing, Investment Fee Calculator, NestWealth, Online Investment Management, Personal Finance, ShareOwner Model Portfolios, Steadyhand, Wealth Management, WealthBar, Wealthsimple
Canadians wanting to manage their investments have up until now had three choices for their savings: Open up a self-directed brokerage account, pay the trading and account fees, and build a portfolio on your own with no advice from the brokerage. Go to the bank (or...
by Sandi Martin | May 14, 2013 | Blog, Fee Only Financial Planning, Personal Finance, Wealth Management
The point: Financial advisors who are compensated based on how much money you have invested with them have less time for the equally complex needs of less affluent clients. You know the old saw “you have to have money to make money”? Apparently you also...
