Fuzzy Math (EP10)

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In this Bite Sized Finance episode, Rob Morrison, CFP® and Ed Cruickshank, CFP® talk about fuzzy math and how it can affect a client's cash flow during retirement. Which expenses do some retirees routinely overlook in their monthly budgets?

The Calm Before the Spring

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If last year was a roller coaster for financial markets, then…

The Correction Around the Corner (EP9)

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Rob Morrison and Ed Cruickshank look at the difference between market corrections and bear markets. After a great year in 2016, some might be wondering if it’s time for a pullback.