List of Articles:
2009:
| Article 114 |
The Pitfalls of Leveraging - Part 2 (Cdn) |
Advisor's Edge , January 2009 |
2008:
| Article 113 |
The Pitfalls of Leveraging - Part 1 (Cdn) |
Advisor's Edge, December 2008 |
| Article 112 |
Horsesmouth, USA, |
|
| Article 111 |
Horsesmouth, USA, November 3, 2008 |
|
| Article 110 |
Advisor's Edge Report, May 2008 |
|
| Article 109 |
Horsesmouth, USA, May 12, 2008 |
|
| Article 108 |
Horsesmouth, USA, March 10, 2008 |
|
| Article 107 |
Variable Annuity Trends in 2008 |
Advisor's Edge Report, February 2008 |
2007:
| Article 106 |
Can the Prevailing PE be a Good Predictor of Portfolio Longevity? |
Monitor, Investment Management Consultants Association, Canada, December 2007 |
| Article 105 |
Lifelong Income: The Zone Strategy |
Advisor's Edge, December 2007 |
| Article 104 |
Planning for the Worst Case Scenario |
CALU - INFOexchange, September 2007 |
| Article 103 | Five Warning Signals that a Retirement Portfolio Won't Last |
Horsesmouth, USA, July 23, 2007 |
| Article 102 | Monte Carlo Model: Are they Worth the Gamble? |
Monitor, Investment Management Consultants Association, USA, August 2007 |
| Article 101 | How Benefits Impact Asset Allocation in Variable Annuities - Part 3 of 3 |
Horsesmouth, USA, October 1, 2007 |
| Article 100 | How to Inflation-Proof Variable Annuity Portfolios - Part 2 of 3 |
Horsesmouth, USA, August 27 , 2007 |
| Article 99 |
How
Variable Annuity Benefits Curb Risk in Retirement Portfolios |
Horsesmouth, USA, June 30 , 2007 |
| Article 98 | Canadian Variable Annuities Primer - 5/5 |
Advisor's Edge Report, September 2007, Canada, 2007 |
| Article 97 |
Annuities and Inflation Canadian Variable Annuities Primer - 4/5 |
Advisor's Edge Report, Canada, August 2007 |
| Article 96 |
(Canadian Variable Annuities Primer) - 3/5 |
Advisor's Edge Report, Canada, July 2007 |
| Article 95 | Canadian Variable Annuities Primer - 2/5 |
Advisor's Edge Report, Canada, June 2007 |
| Article 94 | Canadian Variable Annuities Primer - 1/5 |
Advisor's Edge Report, Canada, May 2007 |
| Article 93 |
The 'Zone' System for Choosing Retirement Income Products, Part 2 |
Horsesmouth, USA, May 21, 2007 |
| Article 92 |
The 'Zone' System for Choosing Retirement Income Products, Part 1 |
Horsesmouth, USA, May 14, 2007 |
| Article 91 | Monte Carlo Simulators |
Financial Planning, Australia, May 2007 |
| Article 90 |
-Bank Investment Consultant, U.S.A., March 2007 -American Banker Online, March 1, 2007 |
|
| Article 89 |
Target Retirement Funds |
Financial Planning, Australia, February 2007 |
| Article 88 | Planning Roulette - How to Make A Better Monte Carlo Simulator |
Advisor's Edge Report, Canada, February 2007 |
| Article 87 |
Horsesmouth, USA, February 1, 2007 |
2006:
| Article 86 | Gambling with your Clients' Retirement |
Advisor's Edge Report, Canada, December 2006 |
| Article 85 |
Horsesmouth, USA, September 25, 2006 |
|
| Article 84 |
Is it Market Timing in Disguise? |
Advisor's Edge Report, Canada, September 2006 |
| Article 83 |
Horsesmouth, USA, September 11, 2006 |
|
| Article 82 |
CALU - INFOexchange, September 2006 |
|
| Article 81 |
14 Withdrawal Strategies That Won't Protect, Extend, or Defend Retirement Income |
Horsesmouth, USA, August 14, 2006 |
| Article 80 |
Time Value of Fluctuations |
Society Page, SFSP, USA, July 2006 |
| Article 79 |
Damage Control - Quantifying Time Value of Fluctuations |
Financial Planning, Australia, July 2006 |
| Article 78 |
Retirement Targets |
Advisor's Edge Report, Canada, July 2006 |
| Article 77 |
Horsesmouth, USA, June 12, 2006 |
|
| Article 76 |
Quantifying Time |
Advisor's Edge Report, Canada, May 2006 |
| Article 75 |
Is it market timing in disguise? |
InvestmentNews, U.S.A., April 3, 2006 Financial Planning, Australia, May 2006 |
| Article 74 |
Advisor's Edge Report, Canada, March 2006 |
|
| Article 73 |
Historical Growth Rate Assumptions Are Bogus |
InvestmentNews, U.S.A. January 30, 2006 |
| Article 72 |
Insurance Insight - Journal of Professional Independent Insurance Agents of Illinois, U.S.A., January 2006 |
|
| Article 71 |
Advisor's Edge Report, Canada, January 2006 |
|
|
2005: |
||
| Article 70 |
InvestmentNews, U.S.A. December 5, 2005 |
|
| Article 69 |
Winds of Change - CIBs in Retirement Portfolios |
Financial Planning, Australia, December 2005 |
| Article 68 | Defining Luck |
Benefits and Pensions Monitor, Canada, September 2005 |
| Article 67 | Damage Control - Dealing with the Effects of Time Value of Fluctuations |
Financial Planning, Australia, August 2005 |
| Article 66 | With A Little Bit of Luck |
In Focus - Canadian Securities Institute, May 2005 |
| Article 65 |
Financial Planning, Australia, May 2005 |
|
| Article 64 | Asset Allocation Strategies during Retirement |
In Focus - Canadian Securities Institute, April 2005 |
| Article 63 | Growth Rate in Retirement Portfolios |
In Focus - Canadian Securities Institute, March 2005 |
| Article 62 |
Financial Planning, U.S.A., February 2005 |
|
|
2004: |
||
| Article 61 |
Financial Planning, Australia, December 2004 |
|
| Article 60 |
The Importance of Asset Allocation |
Financial Planning, Australia, September 2004 |
| Article 59 |
Financial Planning, Australia, August 2004 |
|
| Article 58 |
Increasing Longevity of Retirement Portfolios with Real Return Bonds |
In Focus - Canadian Securities Institute, May 2004 |
| Article 57 |
In Focus - Canadian Securities Institute, April 2004 |
|
| Article 56 |
In Focus - Canadian Securities Institute, February 2004 |
|
| Article 55 |
Retirement
Planning #12 |
Canadian MoneySaver, February 2004 |
| Article 54 |
In Focus - Canadian Securities Institute, January 2004 |
|
|
2003: |
||
| Article 53 |
Canadian MoneySaver, November 2003 GlobeandMail.com |
|
| Article 52 |
CA Magazine, Canada, October 2003 |
|
| Article 51 |
FingerPrinting Your Portfolio Manager |
Benefits and Pensions Monitor, Canada, August 2003 |
| Article 50 | Telltale Signs of A Failing Retirement Plan | GlobeandMail.com, June 3, 2003 |
| Article 49 |
A
More Perfect Mix |
Financial Planning, U.S.A., June 2003 |
| Article 48 |
CA Magazine, Canada, May 2003 |
|
| Article 47 |
GlobeandMail.com, February 18, 2003 |
|
| Article 46 |
It is all in Performance |
Financial Planning, Australia, February 2003 |
| Article 45 |
Financial Planning, U.S.A., February 2003 |
|
| Article 44 |
Canadian Investment Journal, February 2003 |
|
| Article 43 |
Retirement
Planning #11: |
Canadian MoneySaver, February 2003 |
|
2002: |
||
| Article 42 |
Retirement
Planning #10: |
Canadian MoneySaver, December 2002 |
| Article 41 |
GlobeandMail.com, November 26, 2002 |
|
| Article 40 |
A Model Retirement (with corrected charts) |
Financial Planning, U.S.A., November 2002 |
| Article 39 |
Benefits and Pensions Monitor, October 2002 |
|
| Article 38 |
Retirement
Planning #9: |
Canadian Money Saver, October 2002 |
| Article 37 |
Canadian MoneySaver, June 2002 |
|
| Article 36 |
Financial Planning, U.S.A., July 2002 |
|
| Article 35 |
(2002 CFP Board Article Award) |
Financial Planning, U.S.A., June 2002 |
| Article 34 |
(2002 CFP Board Article Award) |
Financial Planning, U.S.A., May 2002 |
| Article 33 |
Retirement
Planning #8: |
Canadian MoneySaver, February 2002 |
|
2001: |
||
| Article 32 |
Retirement
Planning #7: |
Canadian MoneySaver, December 2001 |
| Article 31 |
Retirement
Planning #6: |
Canadian MoneySaver, November 2001 |
| Article 30 |
Canadian MoneySaver, October 2001 |
|
| Article 29 |
Retirement
Planning #5: |
Canadian MoneySaver, September 2001 |
| Article 28 |
Retirement
Planning #4: |
Canadian MoneySaver, July/August 2001 |
| Article 27 |
Retirement
Planning #3: (2001 CFP-Board Article Award) |
Canadian MoneySaver, May 2001 |
| Article 26 |
Canadian MoneySaver, February 2001 |
|
| Article 25 |
Retirement
Planning #2: (2001 CFP-Board Article Award) |
Canadian MoneySaver, January 2001 |
|
2000: |
||
| Article 24 |
Retirement
Planning #1: (2001 CFP-Board Article Award) |
Canadian MoneySaver, December 2000 |
|
1999: |
||
| Article 23 |
Canadian MoneySaver, December 1999 |
|
| Article 22 |
GlobeandMail.com, July 2, 1999 |
|
| Article 21 |
Canadian MoneySaver, June 1999 |
|
| Article 20 |
Canadian MoneySaver, February 1999 |
|
|
1998: |
||
| Article 19 |
Canadian MoneySaver, September 1998 |
|
| Article 18 |
Canadian MoneySaver, June 1998 |
|
| Article 17 |
Canadian MoneySaver, May 1998 |
|
| Article 16 |
Canadian MoneySaver, March 1998 |
|
|
1997: |
||
| Article 15 |
Canadian MoneySaver, November 1997 |
|
| Article 14 |
Canadian MoneySaver, October 1997 |
|
| Article 13 |
Canadian MoneySaver, September 1997 |
|
| Article 12 |
Canadian MoneySaver, June 1997 |
|
| Article 11 |
Money Digest, May 1997 |
|
|
Article 10
|
How to beat 90% of all Canadian equity funds: a simple strategy for higher returns on your investment |
Money Digest, April 1997
|
| Article 9 |
Canadian MoneySaver, April 1997 |
|
| Article 8 |
Canadian MoneySaver, January 1997 |
|
|
1996: |
||
| Article 7 |
Canadian MoneySaver, December 1996 |
|
| Article 6 |
Personal Finance, October 1996 |
|
| Article 5 |
Canadian MoneySaver, October 1996 |
|
| Article 4 |
Globe & Mail: September 17-19, 1996 |
|
| Article 3 |
Basics of Dividend Reinvestment and Share Purchase Plans |
Personal Finance, July 1996 |
| Article 2 |
Globe & Mail: July 10, 1996 |
|
| Article 1 |
Basics of Dividend Reinvestment and Share Purchase Plans |
Personal Finance, May 1996 |