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I’m from the Government and I’m Here to Help! (Your Retirement)

I’ve just finished a Fideltiy Investments Tax Clinic, and it was filled with some great ideas about how to help people manage their investments with tax implications in mind. But what really jumped out at me is how retirees are being penalized under the current tax system.  The 2013 budget closed a number of investment […]

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That Latte Makes You Look Poor – Great Advice for Young Investors

In the long fight to encourage people to save money, there is a theory that the money we fritter away on small treats is actually bankrupting us. Coined “The Latte Factor” by David Bach, a personal finance guru formerly a Morgan Stanley broker, it caught on like wildfire after he appeared on Oprah in 2004. […]

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Taking a Second Look at Europe

One of the benefits of being a financial advisor is the occasional one-on-one meeting you get with Portfolio Mangers (PM) and the opportunities to pick their brains. This week began for me by sitting down with AGF manager Richard McGrath, a PM based in Dublin who helps manage some global and european funds. This was […]

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Don’t Panic About the US Government Shutdown

The US Government is shutting down. We don’t like it, but we feel that it is better for this shutdown to happen rather than defaulting on their debt. Watch our video to find out more.

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