An article in the February edition of The Insurance & Investment Journal concerns the increasing challenge for financial advisors in dealing with seniors’ issues such as diminished capacity.
The MFDA (Mutual Funds Dealers Association of Canada), following a recent summit including U.S. regulators, is encouraging members to use some best practices followed in the U.S., ‘as guidance’. (more…)
The end of Leap Year February is on the horizon, so time to ‘march’ on with updated clichés (with originals in italics):
News item: The mayor of Coquitlan, British Columbia, stated in a recent interview that he wore the same suit (with occasional dry cleanings) for fifteen months, and no one noticed, at meetings or other gatherings; when asked if this would contrast strongly with the reaction a woman would receive if she tried to do the same thing, he concurred.
Imagine if this ‘male advantage’ applied in other ways… (more…)
It is supposedly a truism that in a group of thirty people, at least two will share the same birthday. I have been witness to this anecdotally, but how accurate it is over a scientifically large sample is unclear.
What is unequivocally accurate is that a birthday is, by definition, the most important day in one’s life. It seems like it should be worthy of some recognition. (more…)
For those of us coping with life in cold & snowy climes, especially after a snowmageddon…
Yesterday, for the first time, I binge watched a TV show: season one’s ten episodes of Better Call Saul were run, prior to its launching of season two later on last evening. (The host speciality channel, AMC, has made a habit of such volume-based indulgences, including with its other hit series The Walking Dead and Breaking Bad – Better Call Saul actually intended as a prequel to the latter.) (more…)
The day is here…
the watch of time 
The Responsible Investor
When I was a financial consultant, the appeal of socially responsible investing was important to some clients, but not many. Our company’s family offering was relatively successful in gathering assets, especially relative to competitors, although returns were rather volatile, given funds’ equity-based exposure, including international holdings in newly emerging sectors. However, I was told repeatedly by clients that they were not enthralled with exposure to such restricted, partly speculative, mandates.
An article in last month’s Investment & Insurance Journal terms this market, now under the ID umbrella of ESG (environmental, social, and governance) funds, as ‘underserved’. (more…)
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Financial commentary, Social & political commentary, Uncategorized
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