The 10-Year Seduction

Published by Terry McIntyre on Nov 16, 2017

A 10-year phenomenon is getting ready to poke its head up again. Anytime a market (or markets) has a correction two things can be noted. 10 years after a market peak, the ten year returns of mutual funds... Continue reading


Published by Terry McIntyre on Oct 31, 2016

Every time I see everyone “piling on” I think of a movie from my youth. It gives me an exact visual of what is about to happen. I watched a John Wayne movie with my father called Circus World. The owner... Continue reading

Is your pension plan going to be able to meet its obligation to you?

Published by Terry McIntyre on Sep 08, 2016

I have written a lot about the brain trust we work with at my office. One major topic we keep coming back to is the weakness in Pension Plans and their obligations. There is more than one way that Pension... Continue reading

Terry, “You Are a Genius” – Understanding Investor Personal Sleepability

Published by Terry McIntyre on Aug 22, 2016

My most conservative client came in to renew his August GIC maturities. He has insisted on renewing for only one-year every time his GICs have come due ($200,000 in January and $400,000 in August). He... Continue reading

Alzheimer’s, Money and Your Children

Published by Terry McIntyre on Jul 26, 2016

I had the incredible pleasure of attending Making Our Seniors Matter’s guest trainer Teepa Snow.  She was training professionals on working with dementia and Alzheimer’s patients and without a doubt, ... Continue reading

I’m 70 and Ecstatic

Published by Terry McIntyre on Jul 04, 2016

In the last month I have had 4 clients selling, or looking to sell, their house to move into Retirement Villages. This is trending above normal as a result of the incredible increase in our housing prices... Continue reading

Your Health Benefits = Quality of Life

Published by Terry McIntyre on May 30, 2016

As Canadians, we have had massive changes in our working lives – and our health benefits. With so many self-employed and contract workers, fewer Canadians have a benefits package. A Heath Plan is part... Continue reading

Of Hand Made Carpets and Independent Investment Advice

Published by Terry McIntyre on May 04, 2016

I am just back from a Mediterranean cruise. One of our stops was in Istanbul Turkey. As many have on a tour of Istanbul, I went to the hand woven carpet presentation and was wowed by the time, care and... Continue reading

Unintended Consequences – Will Cooler Heads Prevail?

Published by Terry McIntyre on Apr 06, 2016

I have written in the past about fee only accounts. I offer all of my clients the option of fee based or original compensation on their accounts and contrary to what certain institutions want you to believe... Continue reading

Women have the Money

Published by Terry McIntyre on Mar 08, 2016

I don’t profess to be an expert on women and after 40 years of marriage my wife will be the first to agree. Years ago I was pouring over my book of business and clients, when I realized that over 80% ... Continue reading