Category: investing

May 13, 2010

Submission to Task Force on Financial Literacy

As you may already know, a Task Force on Financial Literacy is working on a report and recommendations for a national strategy to strengthen financial literacy in Canada. The report is for the Minister of Finance …

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February 6, 2010

Policies as savings, investment, or pension income products: the less gloomy aspects of insurance

… look at the wealth creation and accumulation side of finance. Even within this realm though, some insurance products offer significant benefits over comparable bank or mutual fund products, especially for the elderly, the risk-averse, or the affluent.

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January 18, 2010

Without sensible number crunching there is no rational investment or spending decision

Internal Rate of Return (IRR) calculator is the first piece of a planned series of useful free on-line tools to help investors with assessing the time factor when dealing with cash flows, even if with uneven amounts and irregular intervals. …

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July 27, 2009

New ways of creating personal pension type retirement income producing portfolios

Invitation to a conference dealing with annuities and optimal allocation in retirement provides an opportunity to evaluate two special calculators, one (from a major Canadian insurer) kept for financial advisors and insurance agents/brokers, while the other freely available for anyone …

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January 29, 2009

Set out to be more self reliant

The more responsibility you take for your own financial plans and management, the better the chances for success. Complete outsourcing can be expensive and risky, while devoting personal time, attention and effort to it will most likely bring great rewards. …

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Learn lessons of the past, and from long term running of numbers

It became obvious recently that relying on the lessons of recent history only can gravely mislead us. Real life examples and review of both historic and long-term made-up scenarios can help in finding best personally viable asset-allocation strategies, and protect …

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A few straight talking pundits

This section is mainly a collection of video clips and other documents with a few connecting comments. These ‘gurus’ differ from the mainstream, and are recommended as sources to heed to. Some of the documents are embedded in this page; …

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Some silver lining is still there. Ideas on what to do now.

While despair and other negative reactions to the ongoing financial and economic crisis are understandable, one can also see it as an opportunity or perhaps even a potential savior. Collectively, we were steamrolling ahead on an unsustainable path, with seemingly …

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June 2, 2008

FAQ #12 How is your ‘WaD dealing with money’ differs from what SRI refers to?

Filed under: FAQ,SRI / WaD investing,wisdom - 02 Jun 2008

Why and how could the idea of Socially Responsible Investing be expanded?

In previous newsletters and on my old website, I’ve introduced a term: WaD (Wise and Decent) financial dealings, as an attempt to expand what is often described as …

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FAQ  #3. Why is time frame so important in dealing with our financial future? What does it mean, anyway?

Filed under: FAQ,insurance:,investing,planning - 02 Jun 2008

Pooling resources with others gives improved chances in coping with various risks — this is the basic, protection, aspect of insurance. In addition, insurance can be a sophisticated tool in managing the finances of families and businesses.

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