Focus on Products

Focus on Products

PMs build portfolios for a $10M inheritance

October 31, 2022 Dwarka Lakhan
Illustration of a man with a potted plant representing investments and revenue falling into a piggy bank.
Focus on Products

Investing in booms without the bust?

October 31, 2022 Rudy Luukko
Illustration of rocket followed by coins on top of a chart of increasing earnings
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Strange times create opening for short-term products with high yield

October 11, 2022 Rudy Luukko
Hot air balloon in very stormy weather
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GICs become viable income options for investing windfalls

October 11, 2022 Dwarka Lakhan
Concept of building an investment portfolio
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Wealthy clients can benefit from blue-chip stocks and five-year GICs

August 29, 2022 Dwarka Lakhan
Two people harvesting money from a tree
Focus on Products

ETFs vs. ETF mutual funds: Which to choose?

August 29, 2022 Rudy Luukko
Focus on Products

Hedging inflation with stock picks and alternatives

June 13, 2022 Dwarka Lakhan
A person inside a financial maze made out of hedges.
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Fixed-income diversification helpful in rising-rate environment

May 16, 2022 Dwarka Lakhan
financial growth
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A lower-fee format for target-date funds

May 16, 2022 Rudy Luukko
lower fee
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Investing on a flat yield curve

April 19, 2022 Rudy Luukko
low yield investment
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Global diversification a priority for balanced growth investing

April 19, 2022 Dwarka Lakhan
investment growth
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Broad-based ETFs or careful stock picks can work for large windfalls

March 21, 2022 Dwarka Lakhan
portfolio construction