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Archive for July 2014

Weekend Reading: Robo-Advisor Edition

The term “robo-advisor” refers to an online service that uses an algorithm to help you choose and manage your investments.  Automated financial advice is already up and running in the U.S. and is now generating buzz in Canada as firms such as NestWealth, ShareOwner, and WealthSimple look to set up shop here. The service is based around clients…

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Choose A Credit Card That Fits Your Lifestyle

The ability to use credit cards wisely is one of the most important financial skills you can learn.  Everyone has different habits when it comes to credit card use and no single approach is best. When we got married in the early 1970’s, my husband dealt with the Bank of Montreal which introduced the MasterCharge…

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