Richard Nickerson CDFA, CFP®
Senior Financial Planning Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
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The Playbook – February 10, 2020
February 10, 2020 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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Expanding the Toolkit
February 06, 2020 • Portfolio Construction
This month, the CI Multi-Asset Management team is opening their toolbox to show how they’re incorporating alternative investments across their managed solutions for a new, modern approach to portfolio construction.
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The Playbook – February 3, 2020
February 03, 2020 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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Passing the Baton
January 31, 2020 • Portfolio Construction
World stock markets have seen strong returns partially as a result of easing monetary policy from central banks around the globe. The baton has now been passed to government leaders to take the charge in continuing this economic stimulus.
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The Playbook – January 27, 2020
January 27, 2020 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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The Playbook – January 20, 2020
January 20, 2020 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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The Playbook – January 13, 2020
January 17, 2020 • Playbook
The Playbook provides a weekly review and outlook on economic and market trends.
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RRSP versus TFSA: Did you ever have to make up your mind?
December 30, 2019 • Investment Planning, Retirement Planning
Learn about the number one factor that determines whether an RRSP or a TFSA delivers the best performance for retirement savings.
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Couples without children approach financial planning differently
December 30, 2019 • Financial Planning
The financial media focuses on couples with children, but there’s almost an equal number of couples without children. We’ve got financial planning insights for this hidden demographic.
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Watch out for the windfall syndrome
December 30, 2019 • Financial Planning
When money comes your way that’s not from your paycheque, can you spend those dollars lavishly or should you use the funds practically? Find out some thoughts about this decision.
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