Doug Goldstein, CFP®, director of Profile Investment Services Ltd., and Callum Thomas, founder and head of research at Topdown Charts, discuss data-driven investing.
Callum defines top-down investing and how an investor finds market trends. He stresses the importance of asset allocation and applauds data-based investment strategies.
Coping with the financial aspect of widowhood: Doug presents a one-page resource for recent widows and widowers. He offers a basic guide to getting a grip on your financial situation after the death of a loved one.