January 15, 2021

Home Office Expenses in 2020

(From the January 2021 Edition of eFORUM) By Jamie Golombek and Debbie Pearl-Weinberg With many advisors and their clients working from home for much of 2020 […]
January 15, 2021

3 Steps for Setting Powerful Goals — Even During a Pandemic

(From the January 2021 Edition of eFORUM) By Andy and Mia Torr Goal setting felt different a year ago. A lot of us set powerful goals […]
January 15, 2021

CRA Roundtables – Recent Interpretations of Interest to Advisors

(From the January 2021 Edition of eFORUM) By Kevin Wark Every year the Canada Revenue Agency (CRA) participates in various “CRA Roundtables,” which are organized by […]
January 15, 2021

Battling Loss Aversion During the Market’s New Normal

(From the January 2021 Edition of eFORUM) By Paul Orlander 2020 was a period of uncertainty, stress, and turbulence in our lives, and this has continued […]
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