Are you an investor who's been just going with the flow, not really sure where your portfolio is headed? Then, it's time to set some investment goals and give your portfolio some direction! Not only will it bring you peace of mind, but it will also help you achieve financial success. Here are the top 5 reasons why having investment...
Are you a wealthy investor who's been putting off creating a will? Well, it's time to put your affairs in order and get that will drafted! Not only will it bring you peace of mind, but it will also ensure that your assets are distributed according to your wishes. Here are the top 5 reasons why having a will is...
This post describes why I bought 20 dividend paying stocks this week and how I decided which ones to choose.
This post describes what CDRs are and whether they are good for Canadian investors.
Most investors do not evaluate the performance of their investment portfolio. This means most investors are unaware of whether their portfolio is trailing a passive benchmark or whether they are getting value for the fees they are paying their investment advisors. To help you gain more clarity, this post will offer some simple methods to evaluate the performance of your investment...
Index funds are one of the fastest growing investment products. There are lots of reasons why, and this post will describe what they are. This post describes the basic way index funds are created and why their performance has been so good. If you’re interested in considering why index funds work, this post is for you. We’ll answer the following questions: What are...
You’ve fallen in love and choose to live with your partner (without documentation). That was in your 20s. Since then, your investment portfolio has grown significantly. What should you do? Or, maybe you have school aged children. What might happen to them if you die? Or, you’re a retired senior and you’ve lost your spouse to cancer. A few years later, you’re...
Successful entrepreneurs are usually hard-working, brave, and energetic. These traits serve them well since business success requires dedicated hard-work, risk taking, and boundless energy. So why are entrepreneurs often good business people but such bad investors? What lessons can we learn from their investing approach? This post suggests the challenges entrepreneurs face when making passive investments and the strategies that can...
As a wealthy investor, you’re likely paying several different professional advisors to help you successfully undertake your wealth management process. Being able to objectively evaluate the cost of the services you’re being provided with is critical to ensuring you’re getting the best out of your team in a sustainable way for everyone involved. This post outlines the type of professionals you may...
Private equity investments are increasingly popular. So, should wealthy families be making private equity investments? This post highlights some reasons why investors should avoid private equity.
