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
Each online investment management company has a slightly different fee structure and value proposition. Calculating their relative cost for your circumstances will let you compare their relative value depending on the kind of service you want to pay for. (Includes a link to the Canadian Online Investment Advisor Fee Calculator.)
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...
