Archive for Gordon Stockman

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Gordon O. Stockman, , BComm., CA, CFP is a founder of Efficient Wealth Management Inc., a leader in cost efficient financial planning. Efficient Wealth Management’s mission is to return control of the cost of financial planning advice and investment management to the investor. Efficient Wealth Management provides unbiased, independent, superior financial planning advice, on a fee only basis. Contact Gordon Stockman via email at clientservices@efficientwealth.com or through his web site at www.efficientwealth.com

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Back to Basics: Value For Money Investing

I do not know about you but for me the year seems to start in the  summer and end in the summer.   I guess I never grew out of being a  student, when every new year began after Labour Day, not on  January 1st.  So, for the start of my year, I thought I would [...]

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March 19th, 2009 | Gordon Stockman | 1 comment | Continued
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F-class Mutual Funds

This being a column on obtaining value, we invariably will  find ourselves back to discussing fees.  Since we are seeking  value from our portfolio management arrangements, the  discussion always gets back around to costs.  It is fact, that if  you are being assisted with your investments, you are paying  for the service, and you need [...]

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March 12th, 2009 | Gordon Stockman | 0 comments | Continued
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The Credit Crisis

Many Canadian investors are currently spending an awful lot of time  watching the US news networks, trying to catch the latest on the  credit crunch, the bailouts and the continuing bankruptcies.  For almost two weeks, we watched and waited for the hammering out  of a deal that could go to congress, so that the US [...]

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March 12th, 2009 | Gordon Stockman | 0 comments | Continued
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Value for Money Investing: Mutual Fund Fees

Value For Money Investing means we wish to allocate and use our hard-earned resources in order to improve investment outcomes in a continuous and sustainable way at a fair and equitable price. In other words, achieve good investment returns AND receive fair value for the services provided.
If you are being assisted with your investments, you [...]

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March 7th, 2009 | Gordon Stockman | 0 comments | Continued
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Value for Money Investing: Spare the Fees.

Value for Money Investing means to achieve risk appropriate investment outcomes in a continuous and sustainable way at a fair and equitable price. More simply, achieve good investment returns AND receive fair value for the services provided. Your well being should be improved net of all advisory costs.
In Canada, if you have investments  you also [...]

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March 4th, 2009 | Gordon Stockman | 0 comments | Continued
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Value for Money Investing: Cross Border Shopping

I just returned from Guadalajara, Mexico and Washington, DC. What a pleasure to spend those pesos and greenbacks having converted to them from one of the strongest currencies in the world, the Canadian dollar.
Only a few years ago the “Canadian dollar” and “strongest currency” said together was an oxymoron. There is a reason why we [...]

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March 4th, 2009 | Gordon Stockman | 1 comment | Continued
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Value for Money Investing: People and Risk

Value for Money Investing means to achieve risk-appropriate investment outcomes in a continuous and sustainable way at a fair and equitable price. More simply, achieve good investment returns AND receive fair value for the services provided. Your well being should be improved net of all advisory costs. I am about to bare a truth about [...]

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March 4th, 2009 | Gordon Stockman | 0 comments | Continued
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Value for Money Investing

Value for Money Investing merely means that we wish to allocate and use our hard earned resources in order to improve investment outcomes in a continuous and sustainable way at a fair and equitable price. Fancy words, that are easy to say, but what do they mean and what do we do?
As we learn young, [...]

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March 3rd, 2009 | Gordon Stockman | 0 comments | Continued
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