As our population continues to age, there will be more individuals drawing on government-funded programs, such as health care and pensions, and fewer income-earning taxpayers to support them.
Investors that want to grow their portfolio or draw stable income from it while maintaining a palatable level of risk need to consider other options.
Triggers for market volatility can come in many different shapes and sizes–policy uncertainty in Washington, earnings reports, geopolitical unrest, the list is almost endless. And market swings can rattle even seasoned investors’ nerves. But volatility is part and parcel of investing.
Naming charities in your Will does not prevent you from making current gifts to family or charity while you’re alive. That can be called the difference between giving with a warm hand and a cold one.
While too few financial advisors have created succession plans, there’s “lots of guidance specifically from the industry on why we should be addressing [this],” said Rod Burylo, investment fund manager consultant with Calgary-based exempt market dealer Axcess Capital Advisors Inc.
In his presentation, Atkinson highlighted a CFA Institute study that revealed two thirds (66%) of investors trusted their investment firm more because of increased technology use. Further, he said a Roubini Thoughtlab survey found that 82% of investors said it was important for their investment advisor to stay at the forefront of technology.