Home Dwarka Lakhan

Mutual Fund Manager of the Year beats benchmark by seeking safety

The Dynamic Precious Metals Fund has outperformed its category and index over one, three, five and 10-year periods

  • December 20, 2024 December 20, 2024
  • 12:13

ETFs provide efficient investment opportunities for windfalls small and large

How to Invest: Two advisors share how they would set up a portfolio for a $10 million windfall and a $10,000 employment bonus

  • December 11, 2023 December 8, 2023
  • 00:06

Blue chips could feature prominently in windfall portfolios

Two portfolio managers discuss how they'd invest now

  • October 16, 2023 October 10, 2023
  • 00:00

Funds or individual stocks: PMs differ in approaches for investing inheritance

How to Invest: A set-and-forget approach versus an aggressive approach across regions and sectors

  • June 5, 2023 June 5, 2023
  • 15:21

Interest-rate hikes boost annuities sales, payouts

Retired and near-retired clients are attracted by the products’ low risk and predictable income

  • May 8, 2023 May 5, 2023
  • 00:10

Selecting securities for capital appreciation after an inheritance

How to Invest: Two advisors share how they would set up a portfolio for a $10 million windfall and a $10,000 employment bonus

  • March 13, 2023 March 10, 2023
  • 00:03

Building recession-ready portfolios for wealthy clients

PMs explain their strategies

  • December 12, 2022 December 12, 2022
  • 00:13

PMs prescribe a healthy dose of alts for investing inheritances

How to invest

  • November 21, 2022 November 21, 2022
  • 00:10

PMs build portfolios for a $10M inheritance

How to Invest

  • October 31, 2022 October 31, 2022
  • 00:11

GICs become viable income options for investing windfalls

How to Invest

  • October 11, 2022 October 5, 2022
  • 00:06