Samuel Lichtman

4 posts

Financial Planning

RSU Equity Compensation: Taxes, Strategy, Diversification

Jul 3, 2025 4 min read

Practice Management

It's Time For a Fiduciary Standard of Care

Dec 12, 2024 2 min read

Updated Tech Stack - Open Look at How to Operate as an Independent Advisor.

Oct 2, 2024 7 min read

Tax

RRSPs vs TFSAs - Identical Outcomes?

Apr 19, 2024 3 min read

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When stock markets turn ugly, these four tricks will help prevent knee-jerk reactions

Aug 18, 2025 1 min read

Tax

Tax Credits for the Rich and Famous

Aug 15, 2025 1 min read

Behavioural Finance

FPCBO: Behavioural Financial with Brian Portnoy

Aug 14, 2025 1 min read

Comparing U.S. Equity ETFs: VTI vs. DFUS

Aug 13, 2025 1 min read

Tax

Federal tax cuts are coming but not everyone will end up better off

Aug 12, 2025 3 min read

Behavioural Finance

Big data means companies know exactly how much you'd pay to save 10 minutes. Do you?

Aug 11, 2025 1 min read

Financial Planning

The science of saving, and how money ‘nudges’ can make a big difference

Aug 8, 2025 1 min read

Financial Planning

Planning Once Isn’t Planning

Aug 7, 2025 1 min read

Because of Reasons

Aug 6, 2025 1 min read

You NEED Alternative Investments... or so I'm told. Part IV - Understanding Performance Fees.

Aug 6, 2025 1 min read

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