Category: learning

April 25, 2011

Refunds, risks, and time value of money: A case of insurance policy analysis

Some important aspects to consider when deciding about insurance purchases

After a generic intro, a few key factors of policy alternative evaluations will be scrutinized, using the example of a 25 year old healthy woman who is concerned about …

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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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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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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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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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Why listen to me? … take it as chest thumping if you want

Selection of a few excerpts from newsletters during the last decade are meant to illustrate the benefits of the broad-based, holistic, systemic approach. It’s also a demonstration of the falsity of claims that the current crisis was unpredictable.

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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 1, 2008

People do not plan to fail; they just fail to plan

This is perhaps the most important of these pages and posts. It describes my approach to planning, and argues against the no-sayers who deny the feasibility of useful planning activity.

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