Doug Goldstein, CFP®, director of Profile Investment Services Ltd., and Yariv Haim, founder and CEO of Sparrows Capital discuss evidence-based and contrarian investing. Which strategy can help you outperform the market? And, to what extent does our behavior and mindset affect a strategy’s effectiveness?
7 steps to helping your parents manage their money
One of the toughest financial issues people have is deciding when it’s time to relinquish their financial independence and ask for help with their finances. Doug has created a checklist for people who need to have a financial discussion with their parents. Discussing your parents’ financial situation doesn’t need to be awkward. Doug’s checklist can help you begin the conversation. You can download this free resource in today’s show notes.