Author Archive for Rod Greenshields

What’s inside your (income) box?

Income box

Beware of reaching for higher yielding investments without understanding just why those investments command a higher yield.

July 23, 2015 Categories: Portfolio Corner
May 2014 Markets in perspective

Markets in perspective: May 2015 in review

Even with many asset classes down for the month, the benefits of diversification are still evident for the month and year-to-date through May.

Jun 11, 2015 Categories: Economic Insights
3 myths

3 Myths of retirement investing

Don’t let clients in or near retirement buy into these investment myths, potentially eroding their financial security. There’s no “magic number,” capacity to bear market risk is important, and cash flows can be structured responsibly.

Jun 4, 2015 Categories: Portfolio Corner

Changing the income mindset

If your clients are ‘reaching for yield,’ it may be an opportunity for you to steer them towards a more diversified approach that seeks to achieve a ‘responsible’ yield.

May 7, 2015 Categories: Portfolio Corner
Economic Indicators Dashboard Featured

Economic Indicators Dashboard – February 2015 update

Despite what some news headlines might lead investors to conclude, the U.S. economy appears to be in a healthy position according to the latest reading of the Economic Indicators Dashboard.

Mar 24, 2015 Categories: Economic Insights
Financial Professional Outlook

It’s different for retired clients: Understanding risk capacity versus risk tolerance

Risk profile questionnaires can be useful tools, but they are best at evaluating an investor’s self-reported risk tolerance. But what if you could show clients how much volatility they may be able to handle in order to pursue their desired goals?

Jan 6, 2015 Categories: The Art of Advising
Rate rises

Rate rises aren’t all bad for long-term bond investors

The focus on the short-term impact of a rate rise is causing anxiety for many bond investors. But it ignores the potential benefits of higher rates to long-term bond investors.

Nov 20, 2014 Categories: Portfolio Corner
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