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The Greenard Index

Kevin Greenard: Fixed income options becoming more complex as yields drop

Kevin Greenard: Fixed income options becoming more complex as yields drop

As a portfolio manager, we are always monitoring the direction of interest rates. For nearly two decades, the Bank of Canada (BOC) has adopted a system whereby they make eight scheduled interest rate announcements a year. The dates for 2020 are Jan.
Kevin Greenard: Cash within a diversified portfolio

Kevin Greenard: Cash within a diversified portfolio

Asset allocation refers to the percentage an investor has in cash, fixed income, and equities. This article will focus solely on the cash component.
Kevin Greenard: Don't catch a falling knife

Kevin Greenard: Don't catch a falling knife

The investment world has some commonly used sayings, including: “Don’t catch a falling knife.” Essentially this is referring to the danger in trying to purchase stocks as they are declining sharply.
Kevin Greenard: Managing market volatility

Kevin Greenard: Managing market volatility

There has never been a market correction that has not recovered. Of course, this time could be different — but something tells me it isn’t. Market corrections are part of the natural cycle of the stock market.
Kevin Greenard: Financially, second marriages can be especially tricky

Kevin Greenard: Financially, second marriages can be especially tricky

Part four of a four-part series The statistics for second marriages succeeding are even worse than for first marriages. As a portfolio manager, my personal advice is based on many years of helping clients, and nothing I read in a textbook.
Kevin Greenard: Financial considerations when ending a marriage: After the separation agreement

Kevin Greenard: Financial considerations when ending a marriage: After the separation agreement

Third in a four-part series This article assumes that couples whose relationship has already either come to a written agreement on financial matters or, if they could not come to an agreement, have obtained an order from either the Supreme Court or P
Kevin Greenard: Financial considerations when ending a marriage: Creating a departure plan

Kevin Greenard: Financial considerations when ending a marriage: Creating a departure plan

Second in a four-part series Last week , we talked about the importance of hiring a good lawyer when planning to end a marriage. In conjunction with meeting with a lawyer, I recommend mapping out your tentative plans immediately following separation.
Kevin Greenard: Financial considerations when ending a marriage: Picking the right lawyer

Kevin Greenard: Financial considerations when ending a marriage: Picking the right lawyer

First in a four-part series No one enters a marriage or common-law relationship hoping it ends. The reality is that nearly half of marriages end in divorce. The statistics for common-law relationships are naturally murky.
Kevin Greenard: Decline in the value of your cash savings

Kevin Greenard: Decline in the value of your cash savings

The average life expectancy for females and males in Canada is 84 and 80, respectively. Many people are living well into their 90’s, resulting in many retirees having to update financial plans for 30, or more, years in retirement.
Kevin Greenard: Take care when switching financial institutions

Kevin Greenard: Take care when switching financial institutions

There are various reasons why people change financial institutions, including a financial adviser who retires, investments that have to be consolidated and inadequate service, among others.