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financial planning

Finance ‘rock star’ entertains with new book

A spoonful of sugar helps the medicine go down. So sang Mary Poppins, but as Schulich School of Business Professor of finance Moshe Milevsky says, his newest book uses the same principle to help people understand their finances. In what Milevsky calls a “very different book than what I usually write,” The 7 Most Important Equations […]

Financial Planning Standards Council honours four in administrative studies

The Financial Planning Standards Council (FPSC) has honoured four members of the School of Administrative Studies (SAS) in York’s Faculty of Liberal Arts & Professional Studies by naming them among 33 inaugural fellows of the FPSC. Honoured are York Professors Joanne Magee and Chris Robinson, grad Alan Golhar and course director Jury Kopach for their contributions to the financial planning profession […]

Prof takes unconventional approach to life’s major financial decisions

Everything changed for finance sage Moshe Milevsky – and every other investor – when the economy tanked in 2008. His financial net worth fell 50 per cent and he hadn’t seen it coming. What a shock for the author of advice books on smart investing and the three-time winner of The Globe and Mail’s annual stock-picking competition. […]

Schulich professor identifies nine milestones of a financially-sound life

Moshe Milevsky, associate professor of finance in the Schulich School of Business, recently published Your Money Milestones: A Guide to Making the 9 Most Important Financial Decisions of Your Life, as noted in this article by Michael Posner which appeared in The Globe & Mail on February 24. Moshe Milevsky never intended to write another […]