From time to time we are asked to write articles for other publications, or are profiled in other media. Here is a sampling of some of these articles.
IN THE NEWS – JONATHAN FLAWN IN FP FAMILY FILE
Jonathan Flawn of Page and Associates Ltd. is quoted providing advice in a case study in the September 2009 issue of Financial Post Magazine.
SIX STEPS FOR EFFECTIVE FINANCIAL DECISION-MAKING
This article reviews a model for developing sound financial plans, starting with information gathering, analysis, testing hypotheses and achieving concurrence.
IN THE NEWS – PAGE AND ASSOCIATES IN THE GLOBE
A June 2009 Globe and Mail article quotes Page and Associates Account Executives responding to questions about financial planning in light of ongoing changes in the Income Tax Act and rules on government benefits.
INSURABLE RISKS AND THE PRINCIPLES OF RISK MANAGEMENT
Risks are everywhere, and it’s a part of life to deal with them as they arise. But many risks can be reduced or avoided altogether through careful planning. For those that can’t be avoided, some can be insured. When does it make sense to insure and when not?
FIVE PRINCIPLES OF CASH MANAGEMENT
There are five simple principles which have the power to transform your financial circumstances. Together, these principles constitute the bricks and mortar of cash management, a simple concept but one not well understood by many.
GETTING MORE FROM THE POWER OF DIVERSIFICATION
Diversification of an investment portfolio does several things. It spreads the risk, can combine asset classes that move in opposite directions, reducing overall risk, and can allow for systematic rebalancing, which enhances returns.