By Derek Polson There’s no shortage of strategies advisors use to help protect and grow their clients’ portfolios. One of the simplest and ignored approaches is the ‘cash wedge’. At…
By Derek Polson Picture this. Thanks to a lifetime of savings and smart planning, you’re now well into retirement and living comfortably. In fact, you’ve saved so much and planned…
By Derek Polson While my days are usually spent creating financial plans, reviewing mutual funds and planning investment strategies for my clients, one question I get often from them has…
By Derek Polson Historically, the unwritten rule in the investment industry has been that, to maintain your capital level over 30 years of retirement, you shouldn’t withdraw more than 4…
As financial advisors, we often get asked by entrepreneurs and professionals whether they should incorporate their business. While incorporation can offer advantages, it’s not always the right choice for everyone.…
With elections, regional wars and the AI revolution making headlines and causing market uncertainty, it’s natural to wonder how these events might affect your investments. History shows, however, that trying…
