Protecting the puck: the three-bucket approach

December 21, 2020 |Riley Otto
A straight-forward approach to helping retired and cash-flow-focused investors sustain their investment income and preserve their portfolios through all market conditions. Old risks remain, new risks emerge For most Canadians, the coronavirus pandemic...
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Giving in-kind: a double dose of good

December 07, 2020 |Riley Otto
As year-end approaches, consider the perfect trade: being kind with “in-kind” charitable donations. The coronavirus pandemic has been an historic challenge for charities, as the number of those in need has skyrocketed. Conversely, the historic bull market...
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