Investing For Retirees Seminar Day 2

In the second day, we focus on the types of assets available, their characteristics, and how they fit into a portfolio strategy. Finally, we review three model portfolios that could serve as a starting point for individual portfolios. We note however that everyone has different needs that mandates a unique portfolio strategy. DISCLAIMER: This seminar... Continue Reading →

Investing For Retirees Seminar Day 1

This very popular seminar (it is in its third iteration and is sold out for in person attendees) has been developed with the specific needs of retirees in mind. The difference between the information contained here and typical investing sites, is that this focusses on how to achieve income as well as growing principle, and to do so in a fashion that optimizes fees and taxes.

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