Jim Otar

Articles

• How Much Do You Need? (Download)
• "Buy Life and Invest the Difference" (Download)
• "Annual Rebalancing Reduces Portfolio Life" (Download)
• "Telltale Signs of a Failing Retirement Plan" (Download)
• "The Perfect Mix" (Download)
• "Building an Annuity Ladder" (Download)
• "FingerPrint Model Portfolio Performance Report" (Download)
• "Retire or Keep Working?" (Download)
• "Expiry Date of Your Universal Life Insurance" (Download)
• "Investments or Annuity?" (Download)
• ""Years of Cash" and "Growth Averaging" (Part 7)" (Download)
• "Tips on Balanced Investing" (Download)
• "Strategic Asset Allocation and Rebalancing" (Download)
• "DRIPs versus Tax-Sheltered ULs" (Download)
• "Jim's DRIP Portfolio Update" (Download)
• "Volatility, Inflation and Withdrawals (Part 3)" (Download)
• "Capital Losses in Your RRSP: Can You Harvest Them?" (Download)