The Financialist

Rogers Group Financial publishes a quarterly newsletter The Financialist, which is written by the advisors of our firm. The articles are aimed at providing meaningful information relevant to the specific needs of our clients, and each covers a variety of topics (including specific investment strategies and the details of individual investment products).

Click on the issue date in the left-hand column below to view the newsletter in its entirety. Click on the titles in the right-hand column to view individual articles.

Date				Article Titles
		Oct 2008 PDF [786 KB]		Making the Right Decision To Lock in or Not to Lock In? The Interest Rate Question Warning: If it Sounds Too Good to be True... Pizza with Stilton and Caramelized Onions
		Jul 2008 PDF [566 KB]		Should Market Risks Be Your Only Financial Concern? Looking to Increase Current Cash Flow? Combating Money Laundering Tax-Free Savings Accounts (TFSA's) … A Closer Look What Happens When There is No Will …
		Apr 2008 PDF [441 KB]		Congratulations, Jim Charitable Giving Pre-Retirement Planning Old Vancouver Hotel 2008 Federal Budget
		Jan 2008 PDF [749 KB]		Exchange Rates and Investment Returns Diversification: A Fine Balance RRSP Quick Facts The Stork is on Its Way Questions and Answers
		Oct 2007 PDF [713 KB]		A Few Pointers on Probate Debt - The Good, The Bad and The Ugly The New and Improved RESP Circumstance Critical Maple Crusted Salmon Fillet
		Jul 2007 PDF [204 KB]		When Fear and Greed Won the Day... Income in Retirement The Smith Maneuver - An Overview Elderhostel
		Apr 2007 PDF [459 KB]		RRIF Strategies Retirement...Are You Prepared? Life Insurance as an Estate Planning Tool The Tipping Point - Review President's Post
		Jan 2007 PDF [533 KB]		Income Splitting - Some New Twists Another Gift from the Tax Department... Tax Rates - Perhaps Not as Bad as You Might Think Life Annuities and the Lifetime GIC President's Post
		Oct 2006 PDF [4,897 KB]		One Billion Dollars Living Wills When to Sell Investing in Insurance President's Post
		Jul 2006 PDF [948 KB]		RGF Renovations Why Diversify? Freakonomics - A Review President's Post
		Apr 2006 PDF [235 KB]		It's Not Just About Money Investor Behaviour Individual Pension Plans President's Post
		Jan 2006 PDF [262 KB]		The Demise of the Clones Top Up Anyone? Test Your RRSP Knowledge! Predicting the Long-Term Effects of the Elimination of the 30% Foreign Content Limit President's Post
		Jul 2005 PDF [248 KB]		Budget or No Budget? New Beginnings What Bond Ratings Mean US Economy - Strong or Weak? Summer Activities for Kids and Grandkids President's Post
		Apr 2005 PDF [459 KB]		Semi-Annual Client Education Seminar The Financial Risks of a Life Threatening Illness Budget Roundup Income Tax Tips What's in the Book? President's Post
		Jan 2005 PDF [1,893 KB]		In Whose Name Should the RRSP Be? The Rise of the Loonie RRSP FAQ Mortgage Financing President's Post
		Oct 2004 PDF [591 KB]		Client Education Seminar - November 16th Active vs. Index Management Representation Agreements and the Nidus eRegistry Using Life Insurance for Retirement Savings? Look Before You Leap! Life Expectancy Numbers Make For Interesting Reading President's Post
		Jul 2004 PDF [345 KB]		Managing Volatility Amendments to the Pension Benefits Standards Legislation Projecting Your Retirement Income Best Doctors President's Post
		Apr 2004 PDF [269 KB]		Fully Deductible Medical Expenses Lifestyle Planning for Retirement Reverse Mortgages - Revisited The Lifetime GIC President's Post
		Jan 2004 PDF [2,663 KB]		Client Education Seminar Where Should the Money Go? Using RRSPs for Home Purchase or Education Registered Pension and Savings Plans President's Post
		Oct 2003 PDF [3,474 KB]		Where We Stand in Economic Terms Income Trusts...Are They Right For You? Terminations, Downsizing, and the Financial Implications Who's That Investor in my Rear View Mirror? Annuity Basics Advisor Education
		Jul 2003 PDF [1,004 KB]		All That Glitters... Family Assistance Planning: Are You Prepared? Universal Life Do You Own an RRSP and File a US Tax Return? What Are You Investing In? Investment Strategies for Today New President
		Apr 2003 PDF [871 KB]		Are You an Investor or a Speculator? Will Planning: Choosing/Being an Executor The Case of the Duelling Budgets Bond Investment Strategy Information, Knowledge and Advice Introducing Bernard Rowe
		Jan 2003 PDF [354 KB]		To Claim or Not to Claim Investing Inside or Outside Your RRSP? Why Contribute to a Spousal RRSP? 2002/2003 RRSP Quiz Self-Directed or Direct? Rogers Group Financial's Enhanced Website Congratulations to Our Trivia Question Winners
		Oct 2002 PDF [592 KB]		Celebrating 30 years in business Email - the good, the bad and the ugly Fees, fees, fees Were you born in 1933? Protecting your health and financial resources It was the best of times... it was the worst of times
		Aug 2002 PDF [2425 KB]		Lower costs for larger investment portfolios Greed and ignorance Taking stock of the market Protecting your health and financial resources Individual securities in clients' accounts Client service standards
		Apr 2002 PDF [215 KB]		Mergers and acquisitions Economic update President's report A "carrying broker" relationship Expecting the unexpected
		Jan 2002 PDF [593 KB]		Focus on financial planning What should I do with my cash? The new "high" interest savings accounts Estate planning and will planning require special attention Tis the season (tis always the season) to contribute to your RRSP! Back to basic bonds
		Sep 2001 PDF [2773 KB]		More investment choices soon available New account forms Using life insurance for estate planning can have tax benefits Income tax update Tax tactics Strategies to avoid probate fees Enduring powers of attorney - deadline extended
		Jun 2001 PDF [1080 KB]		The Rogers Group is changing - let us tell you more The Rogers Group - new products, new services, and an ongoing commitment to quality financial advice
		Mar 2001 PDF [1917 KB]		Looking to the future Tax reduction, a reasonable start Needs vs. wants Bonds and GICs as fixed-income investments Living long and/or living well Powers of attorney and representation agreements, some practical advice
		Jan 2001 PDF [1532 KB]		RRSP 101 FAQs Clone funds Tax deferral and income splitting
		Dec 2000 PDF [2110 KB]		Are your ducks in order? Investing, an art or science Are stock markets predictable You can have your cake and eat it and have some left over for others Do you have appropriate disability insurance? Estate planning
		Sep 2000 PDF [3107 KB]		Demutualization update Estate planning ideas Tax-efficient investment strategies Financial planning industry needs regulation 20/20 update Clicks and mortar - updating the mortar