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AdvisorAnalyst.com | Delivering actionable investment insights and commentary to financial professionalsAdvisorAnalyst.com | Delivering actionable investment insights and commentary to financial professionals

Five Health Mistakes You Make Every Day, and other Weekend Reads. Som Seif: It’s Time to Rethink, to Redo The 60/40 Portfolio. Kara Lilly: Quiet Heroes. How Often are Markets ‘Normal? The Big Chill: What’s Wrong with the U.S. Consumer? Liz Ann Sonders: Market Grinding Higher but Can It Keep Bears At Bay? THE WALT DISNEY CO (DIS) NYSE – May 15, 2015. Ryan Lewenza: Technically Speaking (Mid-May 2015). BRISTOL MYERS SQUIBB CO (BMY) NYSE – May 14, 2015. 8220;Missing the Best 10 Days” Argument is a Myth.

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AdvisorAnalyst.com | Delivering actionable investment insights and commentary to financial professionalsAdvisorAnalyst.com | Delivering actionable investment insights and commentary to financial professionals | advisoranalyst.com Reviews

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Five Health Mistakes You Make Every Day, and other Weekend Reads. Som Seif: It’s Time to Rethink, to Redo The 60/40 Portfolio. Kara Lilly: Quiet Heroes. How Often are Markets ‘Normal? The Big Chill: What’s Wrong with the U.S. Consumer? Liz Ann Sonders: Market Grinding Higher but Can It Keep Bears At Bay? THE WALT DISNEY CO (DIS) NYSE – May 15, 2015. Ryan Lewenza: Technically Speaking (Mid-May 2015). BRISTOL MYERS SQUIBB CO (BMY) NYSE – May 14, 2015. 8220;Missing the Best 10 Days” Argument is a Myth.

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6 global investing

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10 etfs

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AdvisorAnalyst.com | Delivering actionable investment insights and commentary to financial professionalsAdvisorAnalyst.com | Delivering actionable investment insights and commentary to financial professionals | advisoranalyst.com Reviews

https://advisoranalyst.com

Five Health Mistakes You Make Every Day, and other Weekend Reads. Som Seif: It’s Time to Rethink, to Redo The 60/40 Portfolio. Kara Lilly: Quiet Heroes. How Often are Markets ‘Normal? The Big Chill: What’s Wrong with the U.S. Consumer? Liz Ann Sonders: Market Grinding Higher but Can It Keep Bears At Bay? THE WALT DISNEY CO (DIS) NYSE – May 15, 2015. Ryan Lewenza: Technically Speaking (Mid-May 2015). BRISTOL MYERS SQUIBB CO (BMY) NYSE – May 14, 2015. 8220;Missing the Best 10 Days” Argument is a Myth.

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BRISTOL MYERS SQUIBB CO (BMY) NYSE – May 14, 2015 – AdvisorAnalyst.com

http://advisoranalyst.com/glablog/2015/05/14/bristol-myers-squibb-co-bmy-nyse-may-14-2015.html

Frank Holmes, US Funds. Guy Haselmann, Scotiabank. Jeffrey Saut, Raymond James. Jeremy Grantham, GMO. Marquest Asset Management Inc. Russ Koesterich, Blackrock. Ryan Lewenza, Raymond James. Som Seif, Purpose Investments. Frank Holmes, US Funds. Guy Haselmann, Scotiabank. Jeffrey Saut, Raymond James. Jeremy Grantham, GMO. Marquest Asset Management Inc. Russ Koesterich, Blackrock. Ryan Lewenza, Raymond James. Som Seif, Purpose Investments. BRISTOL MYERS SQUIBB CO (BMY) NYSE - May 14, 2015. May 14, 2015.

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Guy Haselmann: Lone Voice – AdvisorAnalyst.com

http://advisoranalyst.com/glablog/2015/05/13/guy-haselmann-lone-voice.html

Frank Holmes, US Funds. Guy Haselmann, Scotiabank. Jeffrey Saut, Raymond James. Jeremy Grantham, GMO. Marquest Asset Management Inc. Russ Koesterich, Blackrock. Ryan Lewenza, Raymond James. Som Seif, Purpose Investments. Frank Holmes, US Funds. Guy Haselmann, Scotiabank. Jeffrey Saut, Raymond James. Jeremy Grantham, GMO. Marquest Asset Management Inc. Russ Koesterich, Blackrock. Ryan Lewenza, Raymond James. Som Seif, Purpose Investments. Guy Haselmann: Lone Voice. Guy Haselmann: Lone Voice. May 13, 2015.

3

Kara Lilly: Quiet Heroes – AdvisorAnalyst.com

http://advisoranalyst.com/glablog/2015/05/15/kara-lilly-quiet-heroes.html

Frank Holmes, US Funds. Guy Haselmann, Scotiabank. Jeffrey Saut, Raymond James. Jeremy Grantham, GMO. Marquest Asset Management Inc. Russ Koesterich, Blackrock. Ryan Lewenza, Raymond James. Som Seif, Purpose Investments. Frank Holmes, US Funds. Guy Haselmann, Scotiabank. Jeffrey Saut, Raymond James. Jeremy Grantham, GMO. Marquest Asset Management Inc. Russ Koesterich, Blackrock. Ryan Lewenza, Raymond James. Som Seif, Purpose Investments. Kara Lilly: Quiet Heroes. Kara Lilly: Quiet Heroes. May 15, 2015.

4

How Often are Markets ‘Normal?’ – AdvisorAnalyst.com

http://advisoranalyst.com/glablog/2015/05/15/how-often-are-markets-normal.html

Frank Holmes, US Funds. Guy Haselmann, Scotiabank. Jeffrey Saut, Raymond James. Jeremy Grantham, GMO. Marquest Asset Management Inc. Russ Koesterich, Blackrock. Ryan Lewenza, Raymond James. Som Seif, Purpose Investments. Frank Holmes, US Funds. Guy Haselmann, Scotiabank. Jeffrey Saut, Raymond James. Jeremy Grantham, GMO. Marquest Asset Management Inc. Russ Koesterich, Blackrock. Ryan Lewenza, Raymond James. Som Seif, Purpose Investments. How Often are Markets 'Normal? How Often are Markets 'Normal? The a...

5

Som Seif: It’s Time to Rethink, to Redo The 60/40 Portfolio – AdvisorAnalyst.com

http://advisoranalyst.com/glablog/2015/05/15/som-seif-its-time-to-rethink-to-redo-the-6040-portfolio.html

Frank Holmes, US Funds. Guy Haselmann, Scotiabank. Jeffrey Saut, Raymond James. Jeremy Grantham, GMO. Marquest Asset Management Inc. Russ Koesterich, Blackrock. Ryan Lewenza, Raymond James. Som Seif, Purpose Investments. Frank Holmes, US Funds. Guy Haselmann, Scotiabank. Jeffrey Saut, Raymond James. Jeremy Grantham, GMO. Marquest Asset Management Inc. Russ Koesterich, Blackrock. Ryan Lewenza, Raymond James. Som Seif, Purpose Investments. Som Seif: It's Time to Rethink, to Redo The 60/40 Portfolio.

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canadianfinancialdiy.blogspot.com

Canadian Financial DIY: February 2014

http://canadianfinancialdiy.blogspot.com/2014_02_01_archive.html

Do-it-yourself analysis and assessments of investing, ETFs, portfolio and asset allocation, taxes, insurance, retirement, annuities and related book reviews for Canada and the UK. Tuesday, 25 February 2014. UFile Tax Software Giveaway! Codes for the online web version. Of their personal tax preparation software for Canadians. That's a value of $15.95. Here are the details of the giveaway:. To enter, submit a comment. So I can distinguish people. One entry per person. I'll do a random draw. When it comes ...

canadianfinancialdiy.blogspot.com

Canadian Financial DIY: March 2014

http://canadianfinancialdiy.blogspot.com/2014_03_01_archive.html

Do-it-yourself analysis and assessments of investing, ETFs, portfolio and asset allocation, taxes, insurance, retirement, annuities and related book reviews for Canada and the UK. Tuesday, 25 March 2014. Good news for investors - BlackRock Canada slashes fees on key index ETFs. While the BlackRock info is here. The reason this is great news for investors was well said by BlackRock itself - every dollar less in expense flows right into the pocket of the investor. Though not as powerful an effect of such l...

canadianfinancialdiy.blogspot.com

Canadian Financial DIY: March 2015

http://canadianfinancialdiy.blogspot.com/2015_03_01_archive.html

Do-it-yourself analysis and assessments of investing, ETFs, portfolio and asset allocation, taxes, insurance, retirement, annuities and related book reviews for Canada and the UK. Friday, 27 March 2015. Book Review: Never Smile at a Crocodile by Paul DioGuardi. This book (available here on Amazon. Of several dozen two to four page mini-stories, is a disparate random collection with many messages:. How the insider game works in politics and business deals where who you know makes a big difference. There's...

canadianfinancialdiy.blogspot.com

Canadian Financial DIY: How safe is an annuity in Canada?

http://canadianfinancialdiy.blogspot.com/2015/05/how-safe-is-annuity-in-canada.html

Do-it-yourself analysis and assessments of investing, ETFs, portfolio and asset allocation, taxes, insurance, retirement, annuities and related book reviews for Canada and the UK. Tuesday, 5 May 2015. How safe is an annuity in Canada? The backstop for failed insurance companies. However, the $100 million fund is importantly supplemented by Assuris' power to levy all its insurance company members for any shortfall. Given that a failing insurance company would most probably still have considerable asse...

canadianfinancialdiy.blogspot.com

Canadian Financial DIY: January 2014

http://canadianfinancialdiy.blogspot.com/2014_01_01_archive.html

Do-it-yourself analysis and assessments of investing, ETFs, portfolio and asset allocation, taxes, insurance, retirement, annuities and related book reviews for Canada and the UK. Thursday, 23 January 2014. More Pension Reform Ideas from the UK. The UK think tank Policy Exchange has just released the Help to Save. Report proposing pension system improvements. It contains some interesting ideas, primarily private-sector oriented measures. Here is what they propose. My comments in brackets]:. Instead of th...

canadianfinancialdiy.blogspot.com

Canadian Financial DIY: April 2014

http://canadianfinancialdiy.blogspot.com/2014_04_01_archive.html

Do-it-yourself analysis and assessments of investing, ETFs, portfolio and asset allocation, taxes, insurance, retirement, annuities and related book reviews for Canada and the UK. Wednesday, 23 April 2014. Good new, bad news: Living even longer than previously expected. Back in February a Canadian Institute of Actuaries press release. That the revised estimates are in accord with the assumptions used in the C/QPP so their long term funding sustainability is not being put in question. Links to this post.

canadianfinancialdiy.blogspot.com

Canadian Financial DIY: December 2014

http://canadianfinancialdiy.blogspot.com/2014_12_01_archive.html

Do-it-yourself analysis and assessments of investing, ETFs, portfolio and asset allocation, taxes, insurance, retirement, annuities and related book reviews for Canada and the UK. Saturday, 13 December 2014. Norway on Horns of a Fossil Fuel Dilemma. You gotta love the irony of the situation. Norway has been considering a change in the investment policy of its giant $800 billion national wealth fund. That's right, from its North Sea oil. They are not gonna divest. Links to this post. By Wade Pfau and Jere...

canadianfinancialdiy.blogspot.com

Canadian Financial DIY: How much does the average Canadian financial advisor earn? You will be shocked....

http://canadianfinancialdiy.blogspot.com/2015/04/how-much-does-average-canadian.html

Do-it-yourself analysis and assessments of investing, ETFs, portfolio and asset allocation, taxes, insurance, retirement, annuities and related book reviews for Canada and the UK. Thursday, 16 April 2015. How much does the average Canadian financial advisor earn? You will be shocked. 2014 was an outstanding year for Canadian financial advisors according to PriceMetrix. It could be termed the year of the Yacht (making reference to the classic takedown of Wall Street Where are the Customers' Yachts? Anothe...

canadianfinancialdiy.blogspot.com

Canadian Financial DIY: Book Review: Never Smile at a Crocodile by Paul DioGuardi

http://canadianfinancialdiy.blogspot.com/2015/03/book-review-never-smile-at-crocodile-by.html

Do-it-yourself analysis and assessments of investing, ETFs, portfolio and asset allocation, taxes, insurance, retirement, annuities and related book reviews for Canada and the UK. Friday, 27 March 2015. Book Review: Never Smile at a Crocodile by Paul DioGuardi. This book (available here on Amazon. Of several dozen two to four page mini-stories, is a disparate random collection with many messages:. How the insider game works in politics and business deals where who you know makes a big difference. There's...

canadianfinancialdiy.blogspot.com

Canadian Financial DIY: May 2014

http://canadianfinancialdiy.blogspot.com/2014_05_01_archive.html

Do-it-yourself analysis and assessments of investing, ETFs, portfolio and asset allocation, taxes, insurance, retirement, annuities and related book reviews for Canada and the UK. Thursday, 8 May 2014. Sustainability and Executive Pay in S&P 500 Companies compared to Canadian Large Caps. Pensions and Investments reports on a study by GMI Ratings. It's interesting to compare results with what I found on my other blog when I compiled the numbers for large Canadian companies in various sectors:. It's hard t...

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AdvisorAnalyst.com | Delivering actionable investment insights and commentary to financial professionalsAdvisorAnalyst.com | Delivering actionable investment insights and commentary to financial professionals

Five Health Mistakes You Make Every Day, and other Weekend Reads. Som Seif: It’s Time to Rethink, to Redo The 60/40 Portfolio. Kara Lilly: Quiet Heroes. How Often are Markets ‘Normal? The Big Chill: What’s Wrong with the U.S. Consumer? Liz Ann Sonders: Market Grinding Higher but Can It Keep Bears At Bay? THE WALT DISNEY CO (DIS) NYSE – May 15, 2015. Ryan Lewenza: Technically Speaking (Mid-May 2015). BRISTOL MYERS SQUIBB CO (BMY) NYSE – May 14, 2015. 8220;Missing the Best 10 Days” Argument is a Myth.

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