Gradual Retirement

  • March 11, 2019

Are you in a hurry to retire? Not everyone is rushing to that particular finish line. According to the 2018 retirement survey from the Transamerica Center for Retirement Studies, which gauges the outlook of American workers, 56% of those who…

Tax Scams & Schemes

  • February 11, 2019

Year after year, criminals try to scam certain taxpayers. Year after year, certain taxpayers resort to schemes in an effort to put one over on the Internal Revenue Service (I.R.S.). These cons occur year-round, not just during tax season. In…

The Happiness Equation

  • October 8, 2018

Written By: Brad Steiman, Head of Canadian Financial Advisor Services, Vice President Dimensional Fund Advisors To say that “money isn’t everything” is more than a cliché. Studies in the early 1970s demonstrated that a sense of well-being, or happiness, had…

Quarterly Market Review Q2 2018

  • July 19, 2018

Click below to download the complete copy of our 2018 Q2  Market Review, which features quarterly performance of the global equity and fixed income markets. Quarterly Market Report 2018 Q2

The A, B, C, & D of Medicare

  • May 14, 2018

Whether your 65th birthday is on the horizon or decades away, you should understand the parts of Medicare – what they cover and where they come from. Parts A & B: Original Medicare. America created a national health insurance program…