Six Power Ratios to Start Tracking Now Comments0
Republished with permission from Built to Sell Inc. Doctors in the developing world measure their progress not by the aggregate number of children who die in childbirth, but by the infant mortality rate – a ratio of the number of …
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How Your Age Shapes Your Exit Plan Comments0
Republished with permission from Built to Sell Inc. Your age has a big impact on your attitude toward your business, and your feelings about one day getting out of it. For example, one person who runs a boutique mergers and …
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Mike Flux – Market Update and Investment Alternatives Q4-2015 Comments0
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 Comments0
“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 Comments0
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 Comments0
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? Comments0
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 Comments0
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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