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Hot Off the Web- October 7, 2013
Contents: Advisers disagree on approach to retirement income, prepping for bond bear market, Canada’s soaring real estate prices: good or bad? UK house prices also soaring, snowbird US real estate...
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Hot Off the Web- October 14, 2013
Contents: Insured annuities-not, feedback in DC plans, longevity challenges boomer decumulation plans, more policing needed for financial planners? Florida property & casualty company practices...
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Hot Off the Web- October 28, 2013
Contents: Prepped for next crash? GIC guarantees not all the same, regaining clients’ trust, condo ‘reversions’, Florida house affordability down , signs of a bleak retirement, misleading 401(k)...
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Hot Off the Web- November 11, 2013
Contents: Buffett: buy and index fund, retirement investment tools, universal life still problematic, is CIPF over-rated? retirees advised to leverage? fund investor returns trail fund returns, U.S....
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Hot Off the Web- November 18, 2013
Contents: Sharpe/Ameriks/Cunnif on retirement finance, insured annuities-still questionable, calendar based investing is astrology, fee-only vs. fee-based and ‘broker-dealers’ vs. fiduciaries,...
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Hot Off the Web- November 25, 2013
Contents: Estate considerations, travel insurance for Canadians, delaying Social Security (and CPP/OAS), crooked advisers, financial planners/’advisers’, errors of the ultra-wealthy, Florida new...
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Hot Off the Web- December 2, 2013
Contents: investment advisers in Canada, long-term care insurance? Investment Policy Statements, U.S. home prices up but hottest markets slowing, Toronto condos: not about housing but profits and rents...
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Hot Off the Web- December 9, 2013
Contents: Advisers for all, picking a financial planner, retirement date risk, snowbirds and taxes, ‘smart’ beta= dumb beta + smart marketing? mutual fund fees? foreign investor driven Miami condo...
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Hot Off the Web- December 16, 2013
Contents: Act on underfunded retirement, emergency rooms, advice/advisers/planners vs. products/salesmen/brokers and fiduciary care, Bogle: must be a fiduciary if touching other people’s money, online...
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Hot Off the Web- December 23, 2013
Contents: Regulators struggle with fiduciary and mutual fund fee reform, stay away from market-linked GICs, embryonic Canadian online investor advice models, catch-up steps before retirement, long-term...
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