Blog

Sep 05, 2023
Some Useful Links for You to Get Started
It seems like you’re running a default WordPress website. Here are a few useful links to get you started: Migration How to use WordPress Migrator Plugin? Migrate WordPress from Siteground to Cl...
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Nanci
Apr 23, 2021
Financial Literacy: Three Answers
The Wall Street Journal (WSJ) published an article a few years back,  a three-question test of financial literacy (which, of course, unleashed fury in the comments on financial literacy – or l...
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Nanci K. Murdock, CFA
May 24, 2017
Thousands of Canadian Investors, Just Like You, Are Being Robbed of Investment Returns
In the May 20, 2017, Report on Business (Globe & Mail), there is a front page article by Clare O’Hara, Wealth Management Reporter, titled: No advice, still a price: Fund fees draw fire R...
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Nanci K. Murdock, CFA
May 13, 2017
5 Questions To Ask Your Financial Advisor
Welcome to the third (and final) part in our series on Financial Advisors. Today, I want to provide you with five questions that you can ask your financial advisor. If you don’t have a financia...
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Nanci K. Murdock, CFA
May 12, 2017
Financial Advisors and YOUR Money
In part one of this three-part series, we looked at the math behind why some Financial Advisors have a minimum account requirement of $250,000 (or more), and also three reasons why (most) Advisors mi...
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Nanci K. Murdock, CFA
May 11, 2017
How Are Financial Advisors Paid?
We are going to spend the next three blog posts on Financial Advisors—because yes, they are that important to the conversation. First, I’d like to stress that just as you or I expect to be co...
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Nanci K. Murdock, CFA
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