Schooled by the coronavirus pandemic, financial planners offer their No. 1 piece of advice for the year ahead
Kurt is quoted by The Globe & Mail about how to deal with the pandemic and your finances in 2021. Read more. https://www.theglobeandmail.com/investing/personal-finance/household-finances/article-schooled-by-the-coronavirus-pandemic-financial-planners-offer-their-no/
That brief market plunge in March has served up a wealth of 2020 hindsight
Kurt was interviewed by The Globe & Mail to discuss lessons learned as an investor in the ups and downs of pandemic investing in 2020. …
When Marriage Ends…
Kurt was featured in the Medical Post with valuable information on what to expect and what needs to be prepared when faced with the end …
Second COVID-19 wave has parents struggling to decide whether they can afford to not work
Kurt was featured in the Globe and Mail discussing the struggles parents face and decisions to make due to the extent of COVID 19. Read …
Advisors can help career changers navigate financial minefields
Kurt was featured in the Globe and Mail on how to advise and guide clients in career changes. Read more. https://www.theglobeandmail.com/investing/globe-advisor/advisor-practice/article-advisors-can-help-career-changers-navigate-financial-minefields/
For investors sidelined with cash, market surge presents painful dilemma
Kurt was featured in the Globe and Mail on the effects of the pandemic and investors sidelined with cash. Read more. https://www.theglobeandmail.com/investing/markets/inside-the-market/article-for-investors-sidelined-with-cash-market-surge-presents-painful/
Shaky markets lead some millennials to seek out financial advice
Kurt was featured in the Globe and Mail article of more young Canadians are seeking guidance and direction from financial advisors. Read more. https://www.theglobeandmail.com/investing/globe-advisor/advisor-news/article-shaky-markets-lead-some-millennials-to-seek-out-financial-advice/
Six ways advisors can help millennials keep calm
Kurt was featured in the Globe and Mail article on how to help millennials keep calm. Read the full article. https://www.theglobeandmail.com/investing/globe-advisor/advisor-practice/article-six-ways-advisors-can-help-millennials-keep-calm/
Advice on how to improve your finances from people who have heard all your excuses
Kurt was asked the following question by Globe and Mail Personal Finance Columnist Rob Carrick, “Based on your years of experience, what have you found …
An Interview With a Financial Advisor
Kurt was featured in a recent article on Common Cents Investing answering some questions about financial advice, the financial service industry, and interest rates. Read …
Should parents pay for their child’s university or college costs? – Globe and Mail
Kurt was featured in a recent Globe and Mail article discussing Canadian parent’s role in paying for their children’s post-secondary education costs. Read the full …
Is the home ownership dream dead for millennials? Globe and Mail Feature
“The aspect of work longer, save more, only goes so far”. I was featured in the recent Globe and Mail article discussing homeownership for Millennials, …
How to Actually Reach Your Financial Goals (Podcast)
Although everyone has financial goals, not everyone can reach theirs. We must take an integrated approach to managing the different components of our finances in …
Personal Investment Strategies | How Much Do I Need to Retire? (Podcast)
Thirty years ago, retirement planning was easy – you worked until 58, and when your pension kicked in, you faded into the sunset. Today, pensions …
ETFs for Long Term Financial Prosperity (Podcast)
There are presently thousands of products available for purchase for your Registered Retirement Savings Plan (RRSP) and other investing needs. Exchange-Traded Funds (ETFs) have quickly …
Understanding Life Insurance | How to Choose and Purchase Life Insurance (Podcast)
If you are the primary income earner for a family that includes dependents and you die, your family will no longer have your income to …
How to do Estate Planning | Issues and Solutions (Podcast)
Poor estate planning can leave our family members battling over money, property and goods like the artwork on our walls when we are gone. Inadequate …
Creating an Investment Portfolio in 6 Easy Steps (Podcast)
Whether you are considering Registered Education Savings Plans (RESPs) for your children’s future or Registered Retirement Savings Plans (RRSPs) for your own retirement needs, personal …
A guide to money management: Who should handle your nest egg?
Kurt was interviewed for The Globe and Mail to discuss different investment types for Canadians. Read the article.
How ETFs fit into a hybrid advice model
How ETFs fit into a hybrid advice model. Experts describe how they use the funds. Kurt was asked to speak at an ETF Conference hosted …
Budget like a boss in 3 easy steps
Kurt was featured in an American journal to discuss financial management for university graduates and young professionals. Read his comments here.
A new way of knowing how your investments are doing
Kurt was recently interviewed by the Globe and Mail regarding the second phase of the new Client Relationship Model introduced by the Canadian Securities Administrators. …
Stocks are soaring. Is it time for an autumn harvest?
Kurt commented to the Globe and Mail on how to benefit from roaring stock market and discussed strategic and tactical rebalancing. Read the article.
Comprehensive Tax Planning in 2017
Kurt gave a presentation on September 27, 2017 to sixty retired individuals and couples on tax planning. Comprehensive Tax Retirement Planning Presentation
What is the ideal retirement portfolio for your 50s?
Kurt commented to The Globe and Mail on retirement and taxes. Read the full article here.
Sudden wealth – how not to blow it
The Globe and Mail interviews Kurt to talk about how to manage people who suddenly find themselves with a lot of money. Read the article.
How boomers living the high life are at risk in retirement
Kurt’s most recent e-newsletter was picked up by The Globe and Mail and Rob Carrick interviewed Kurt for some specific commentary. Read the article.
Stocks are soaring. Is it time for an autumn harvest?
Kurt commented to the Globe and Mail on how to benefit from the roaring stock market and discussed strategic and tactical rebalancing. Read the article.
CPA Ontario Executive Summary Economic Outlook 2016
Kurt attended a presentation at the Economic Club of Canada where the five Chief Economists of the largest Canadian banks gave their forecasts for Canada …
Budgeting, managing debt vital for students heading to university
Kurt was interviewed by CTV to discuss the need for university and college students to keep a budget and manage their finances during these expensive …
