Archive for the ‘Financial Advisor’ Category

The formation of the human brain since 11,000 years has facilitated the creation of scenarios too fast: a form of intellectual laziness. Investors are built fast prediction schemes on the basis of some given recent. It only takes a few accurate...

You know the scene by heart. You take a beer with your brother for a barbecue and he can not help but talk about Nortel. He believed that the company was finally on track, and this is another tile falls on his head. The stock falls by 75% and your...

O'Leary Funds Management has filed a preliminary prospectus for the O'Leary Canadian Diversified Income Fund. The fund will invest in corporate bonds of first quality, in high yield and dividend shares of Canadian companies from medium and large...

Question: I have a question. I live in a building of 4 apartments. expenses related to water and light are distributed fairly. we do not have insurance on the building. Insurance is mandatory? and in case of damage to third parties? thanks Answer: The...

Question: What happens to the fund in trust if the trustee fails or dies? Answer: Nothing, because both the Hague Convention and the various foreign regulatory laws provide that the trust fund is unassailable by creditors of the trustee and does not...

The whole-life policy

November 14, 2011 | In: Financial Advisor

Question:What do you mean by whole life insurance policy? Answer: They are life insurance policies without a due date because their duration is linked to life and provide for the payment of the insured, the beneficiaries in case of death listed in the...

Question: After the death of my client, who was 65 years old, his two sons have inherited three months ago three properties and bonds. What tax obligations are held the two children? Answer: Within twelve months after the death of the deceased must...

Expenses for clothing

November 14, 2011 | In: Financial Advisor

Among the expenses that a financial planner can be deduced, and the purchase of clothing are two opposing currents. One claims that are not deductible as absolute inherence does not see any of these expenses with revenues generated by financial...

What I love about managing personal finances and effectiveness, is that these are two topics that have a common foundation: human psychology! I recently did a presentation to professionals on the topic of personal productivity and the subject very well...

Of course. In the market there are a wide variety of computer programs, specialized magazines or books that can help us all to make our own financial planning. However, any potential customer should be left to advise if: Do not have concrete...

ABC of Finance

Investment News

Investment Strategies

Business Analysis

Investing Basic

Latest comments