Mike Flux – Market Update and Investment Alternatives Q4-2015 Comments
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In this video, I speak with Mike Flux, Senior Vice President and Portfolio Manager of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q4 of 2015. We also discuss how to interpret the current events, …
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Why “One” Is the Worst Number When It Comes to Financial Planning Comments
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“One” is usually the best number to be…except when it comes to financial planning.  Imagine if you only had one income stream, one investment, one insurance plan, etc.  As the saying goes, putting all your eggs in one basket is …
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Jennifer Jacobs – The Steady Increase in Cost for Long-Term Care Insurance Comments
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In this video, I speak to Jennifer Jacobs, President of LTCI Consulting Inc. to chat about the expectation of changes of living benefits / life insurance, in terms of what we see in the market place and what we can …
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The Downside of Just Milking It Comments
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Republished with permission from Built to Sell Inc. If you have considered selling your business of late, you may have been disappointed to see the offers a business like yours would garner from would-be acquirers. According to the latest analysis …
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Why did Charles Wilton sell KB Home and buy Eaton? Comments
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Charles Wilton

In today’s episode, I chat with Charles Wilton, Portfolio Manager with the Private Investment Management Group at Raymond James. We talk about the recent deposition and acquisition in his portfolio. IRONSHIELD Financial Planning’s “Fly On The Wall” update call. These …
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Having Little Financial Knowledge is a Dangerous Thing Comments
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When it comes to financial planning, knowing too little is a dangerous thing. As a financial planner, the main part of my job is to educate my clients on things that they may not know—or things that they may not …
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Mike Flux – Market Update and Investment Alternatives Q3-2015 Comments
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In this video, I speak with Mike Flux, Senior VP of Connor Clark & Lunn Private Capital to chat about their investment outlook from Q3 of 2015. We also discuss how to interpret the current events, and how to properly …
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90 Days That Will Define Your Business Forever Comments
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Republished with permission from Built to Sell Inc. You’ve done the hard work of winning a new customer, but it’s what you do in the next 90 days that determines if it’ll stick around. The first 90 days of any …
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