| Dear,
Last month we ran a poll to gauge people's views on on-line meetings. Everyone thought on line meetings are a great idea but that the final decisions should be made in person.
|
Commute Your Pension?
Click the image below to view the video.
|
| Should you commute your pension?
In the video we show you a financial example of why you should not commute your pension. We also provide an example of a couple who saved for their retirement through home ownership and decided to commute their pension for lifestyle reasons.
First, what does it mean to commute your pension?
Continue here
|
Selling Your Business
The Implications of a
share sale or asset sale:
Click the image below to view the video.
|
|
We have a number of clients that have sold, are in the process of, or will be selling their businesses. This general article from NY Times provides a nice overview on the sale of a business.
There is one truth to owning your own business - Someday you will leave it.
|
Testimonials
"I just viewed your CD and I really like it,... It is good because we can take more time, at our leisure to view it and get a better understanding and write down some questions so the next time we see you we will be better informed as well. Sometimes when we are in your office, we are both tired from working and I know that I always don't have a clear focus on things and soon forget. But, this way, we can go back and look at it and will also be able to have something tangible to compare with as we move forward."
R. L., Barrie - In realtion to their personalized financial plan
|
| Comment? |
What Drives Stock Returns?
Click the image below to view the video.
|
This is an excerpt of a video originally produced in 2000 by Eugene Fama Jr. and Dimensional Fund Advisors, DFA.
Eugene argues that it is the cost of capital that drives stock returns and he uses an example based on the book, "In Search of Excellence" which is about what factors make excellent companies.
Continue here.
|
I am off to Miami for a couple weeks. When I get back, Horst is off, then Donna and finally Simon is flying to Europe to visit friends and family.
Expect the best!
Allan Norman, M.Sc., CFP, CIM
Atlantis Financial Inc |
|
|
|
Click on the highlighted word.
|
|
|
|
Disclaimer
This email newsletter has been prepared for information purposes only. The information has been drawn from sources believed to be reliable, but the accuracy or completeness is not guaranteed, nor in providing it does Atlantis Financial Inc. assume any responsibility or liability for any errors or omissions in the information or for any loss or damage suffered. Financial strategies should be evaluated in relation an individual's objectives.
|
|
|
