Saturday, May 18th, 2024

Delegating your decision-making ability

November 15, 2014 by  
Filed under Disability planning, Estate Planning

Clients are sometimes confused about the various aspects of estate planning terminology.  A key concept to understand in any comprehensive review of your financial plan is that of incapacity – the eventuality that you are intellectually or physically unable to make decisions affecting your finances or personal care.  While some people have detailed wills that […]

Ivy Foreign Equity manager comments – clear thinking if you ask me

Here is an excerpt from a recent written commentary provided by the managers of the Ivy Foreign Equity Fund.  I found it very insightful and worth sharing. Investing can often be unnerving. When markets are expensive there is fear that the bubble will pop. Conversely, when markets are falling and thus leading to better valuations, the worry […]