Advisor Performance..  

SPIVA is a fantastic resource for anyone trying to understand the active vs passive performance debate.

Here is the Mid-Year Performance for both the US and Canada in 2014. Short version.. it’s really tough for an advisor to beat or even match the appropriate index over a sustained period of time.

If 2015 is your year to take control of your financial future then you need to start with our ABC’s.. :)

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Now read this

Why..

Your future is what’s at stake. This is a simple but scary sentence. It’s something I came to realize back in early 2009. Like you, I’m a hard working, educated employee who has the responsibility to save for themselves. In other words,... Continue →