Diane Gagné F. Pl., CIM®
Financial Planner
Safeguarding your family’s financial future
Well-Advised Newsletter
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I'd like to talk to you about a loan
December 14, 2018 • Financial Planning
Has a friend or relative ever asked to borrow money? It can be an awkward situation. We’ve got several issues and guidelines to help you figure out what to do – including how to say no.
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Should you name a child as executor?
December 14, 2018 • Estate Planning
If you have only one child and she or he wants to be executor of your estate, consider yourself fortunate. But if you have two or more children, you must weigh several pros and cons before naming an executor or co-executors.
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The Playbook - December 10, 2018
December 10, 2018 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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Portfolio Construction - Focused on risk management
December 06, 2018 • Portfolio Construction
Risk assets across financial markets, such as equities, high-yield bonds, real estate and currencies, have lurched lower since the beginning of October.
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The Playbook - December 3, 2018
December 03, 2018 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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The Playbook - November 26, 2018
November 26, 2018 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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The Playbook - November 19, 2018
November 16, 2018 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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The Playbook - November 12, 2018
November 12, 2018 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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Portfolio Construction - Staying on the right track
November 05, 2018 • Portfolio Construction
Stock markets were incredibly calm in 2017 with low volatility and few down days.
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The Playbook - October 29, 2018
October 29, 2018 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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