Breaking the Cycle of Investment Regret
May 26, 2014 by Dave
Filed under Investing, Investor Behaviour
Franklin Templeton Investments has produced a booklet to help investors harness emotions to make better investment decisions. The issue is that although equity investment returns become stable once you stand back far enough and can see the very long term, within months, years or even multi-year time frames, returns are very variable, leading investors to […]
Estate Planning In The Digital Age
May 24, 2014 by Dave
Filed under Estate Planning
The rapid onset of digital everything means that many people have wills that may be out of date. Whereas traditional will planning dealt mostly with hard assets, an increasing portion of handling an estate deals with digital assets such as online accounts, online assets or even online businesses. I know that if I died, there […]
Planning for disabled family members
May 22, 2014 by Dave
Filed under Disability planning, Estate Planning
A number of client families have a member who is considered disabled for either tax or benefit purposes. The purpose of this article is to review a few of the relevant disability planning issues. 1. Age and capacity – For a person who is under the age of 18 the parent normally makes all the […]
Ivy Quarterly Review
May 20, 2014 by Dave
Filed under Investing, Investment markets, Investor Behaviour, Mackenzie Investments, Mutual Funds
Occasionally an investment manager writes so well and with such insight that I want to share it with clients. This is the case with the current Mackenzie Ivy Quarterly Review, in which the Ivy managers discuss their broad views about the current state of the world economy and investment markets. Among other things, they discuss […]