Chartered Financial Analyst • Tag.

Hot for Real Estate Tag: Chartered Financial Analyst

The_Alpha_AdvisorJoin Ian David Clark, CIM and our guest, Veronica Crha as they discuss what is happening in our local real estate market.

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Why is the DOW Lagging the S&P 500 & NASDAQ? Tag: Chartered Financial Analyst

The_Alpha_AdvisorJoin Ian David Clark, CIM - Portfolio Manager for a bi-weekly conversation about investment markets.

"Alpha" is a measure of the active return on your investment, in other words, the performance of that investment when compared with a suitable market index. An alpha of 1% means the investment's return on investment over a selected period of time was 1% better than the market during that same period. That's what we do - aim to add Alpha to your portfolio over the long term.

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Financial Planner vs. Accountant: Which One Do You Need? Tag: Chartered Financial Analyst

Financial Planner VS AccountantWe can probably all agree that financial planning is pretty darn important. Whether you’re spending within the confines of a monthly budget or saving for a new home — there’s a good chance you’re already doing it without even knowing. Alas, there may come a time when you need a helping hand to navigate challenging financial hurdles like investments and taxes.

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Understanding What Business Expenses You Can Deduct Tag: Chartered Financial Analyst

Business Expenses you can DeductHave you ever gone to a business lunch with someone and noticed that they’re insistent on getting a receipt? You might think it’s a little odd at first. Who cares about holding onto the receipt for a $25 lunch, right? Well as it turns out, there’s probably a very good reason that the person you talked business with over lunch is hanging on to that little piece of paper.

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