Category Archives: Business

Avoiding Chaos Amongst Survivors

By Floyd Murphy, CFP, CLU, CHFC, The Nakamun Group, Vancouver When somebody dies, family and friends want to do something to help the closest loved one(s), and with the best of intentions can inadvertently cause estate chaos. An action-oriented relative might take on notifying the deceased’s banks, others might contact credit card companies, insurance holders, [...]

Also posted in ADVISOR Newsletter Articles, News, Personal | Comments closed

Preparing For Your 2014 Tax Return

By Garry Keiller, The Nakamun Group, Edmonton Hoping for an early refund, many people file their income tax return in March, and then have to file an amendment when more information arrives in the mail in April.

Also posted in ADVISOR Newsletter Articles, News, Personal | Comments closed

Beware… A Life Insurance Scam

By R.A. (Bob) Challis, CFP, RHU, TEP,  The Nakamun Group, Winnipeg A new scam has surfaced in Canada. Anyone who owns, plans to purchase, or even has no interest whatsoever in life insurance can be targeted. Be suspicious of anyone offering to pay your premiums for life insurance or give you money in connection with [...]

Also posted in ADVISOR Newsletter Articles, News, Personal | Comments closed

A Look Back… and a Look Forward

By Greg Farries, BSC, The Nakamun Group, Calgary In 2014, interest rates continued their long-term decline, with ten-year Government of Canada bonds ending the year with a yield at about two percent. Equity markets continued to rise from their lows in 2009. This all happened against a backdrop of mounting concerns about economic growth in [...]

Also posted in ADVISOR newsletters, News, Personal | Comments closed

Foiling Scammers

By Garry Keiller, The Nakamun Group, Edmonton With criminals becoming more and more sophisticated in their scamming methods, you might be comforted to know that your Nakamun Advisor stands between the savings we manage on your behalf and any unauthorized person trying to access these accounts.

Also posted in ADVISOR Newsletter Articles, Personal | Comments closed

Segregated Funds Can Simplify Estate Planning

By R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg Segregated fund (seg fund) investments are similar to mutual funds, but also have significant differences that make them effective in estate planning for some people, especially those with complex estate issues.

Also posted in ADVISOR Newsletter Articles, ADVISOR newsletters, News | Comments closed

FEDERAL BUDGET – HAS SOMETHING FOR EVERYONE

By Garry Keiller, The Nakamun Group, Edmonton Canada is one of the few countries with a triple-A debt rating. While our debt, unlike many nations’, is manageable, the priority of the 2013 Federal Budget is to eliminate the federal deficit by 2015/2016. Spending growth will increase by only 0.9 percent in 2013, the lowest rate [...]

Also posted in ADVISOR Newsletter Articles, Personal | Comments closed

2012 Year End Market Commentary

By Greg Farries, BSC, The Nakamun Group, Calgary Looking back at 2012, investors around the world remained extremely cautious. Headlines continued to be dominated by the European debt crisis, the US’s inability to address its own debt issues, and China’s slowing growth. In the US, housing prices and unemployment continued to be problems. The negative [...]

Also posted in ADVISOR Newsletter Articles, Personal | Tagged | Comments closed

CHOOSING NOT TO BE AN EXECUTOR

By Floyd Murphy, CFP, CLU, CHFC, The Nakamun Group, Vancouver Whether you have accepted in advance or discover after an individual passes away that you have been named an executor, you can choose to decline. Just some of the reasons you might not want to serve as executor include:

Also posted in ADVISOR Newsletter Articles, Personal | Tagged | Comments closed

Cash Value Life Insurance – an Investment to Consider

By R.A. (Bob) Challis, CFP, RHU, TEP, The Nakamun Group, Winnipeg Life insurance is like no other financial instrument in its ability to create portfolio equilibrium while delivering guaranteed results. A comprehensive financial plan is incomplete without considering this unique asset class. Our current financial environment is fraught with low guaranteed fixed interest rates, unproven [...]

Also posted in ADVISOR Newsletter Articles, Personal | Comments closed
  • Web Advisor Economic Updates Videos FAQs