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Why Life Insurance is a powerful Asset Class

By Yisroel Sandel on May 02, 2021

Life insurance is a powerful asset class that deserves a place in your portfolio due to its unique risk and return characteristics. Did you know that the underlying mathematical principles…

There is Nothing so Certain as Death and Taxes

By Yisroel Sandel on April 06, 2021

Or so the saying goes. This certainly is true in Canada where there is a “deemed disposition” when a taxpayer dies. What this means is that a taxpayer is deemed…

Whole Life Insurance: A Whole New Investment Class

By Yisroel Sandel on March 01, 2021

The recent developments in investment markets, the volatile performance of equities and the low interest rate in fixed income investments have brought about a new appeal to an old workhorse.…

Warren Buffet Offers Investing & Life Tips

By Yisroel Sandel on February 01, 2021

Warren Buffet in a refresher course on his approach to investing in his 2014 annual letter to Berkshire Hathaway Inc. shareholders. Fortune magazine published an excerpt of it on line…

Is It Time For Your Insurance Audit?

By Yisroel Sandel on January 01, 2021

Has it been a while since you last looked at your insurance portfolio? Are you a little sketchy in your recollection of all the coverage you have and why you…