What to know about the know-your-client forms
If your advisor doesn't fill one in for you, is he disciplined?
It’s time to reset your return assumptions
Historical returns are no longer a good gauge of how a portfolio could perform over time
How can I leave my dog to my daughter when I die?
Consider creating a trust and specifying who gets the money
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Meet an Approved Advisor: Jacqueline Skinner
She's from Midland, Ont. and specializes in divorce planning
Comparing rates of return
If a mutual fund’s rate of return is 4% and an ETF’s is 4%, are they equal?
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