How to Pick Dividend Stocks
Dividend investing is a popular way to earn passive income. So, this post describes ways to evaluate dividend stocks to create a sustainable income from your portfolio.
Income or Assets?
Markdale2024-09-25T14:33:11+00:00Which financial benchmarks are you most focused on? And, how often are you evaluating the overall value of your portfolio compared to the income that it generates? In other words, what’s more important for achieving your financial goals: your income or your assets? This post will describe why and how income benchmarks will help you evaluate your portfolio.
Retirement Goal
“Retirement” is...
Best Index Funds for Canadian Investors
Markdale2024-09-25T14:34:01+00:00Index investing is a suitable strategy for almost anyone; and it works well for all types of investors including both beginner investors and wealthy investors alike. To help you choose the best index funds for your own portfolio, this post provides a list of the best index funds for Canadian investors.
What is indexing?
Indexing is a passive investing strategy used...
4 Reasons to hold your stocks through a downturn
Markdale2024-09-25T14:34:52+00:00Each transaction we make in our investment portfolio adds friction and potentially drags down our returns. During times when the stock market is falling, many investors fall victim to fear and follow the headlines by selling their investments. The classic “buy high, sell low” mentality haunts many investors. To help you combat those tendencies, this post provides 4 reasons why you...
Warren Buffett’s Management Principles
Markdale2024-04-29T17:04:57+00:00In 1983, Warren Buffett merged Berkshire Hathaway with a company called Blue Chip Stamps controlled by Charlie Munger. At the time, Warren Buffet described 13 “owner related business principles” that will guide the investment decisions of Berkshire Hathaway. This post describes what these principles are and how they are applied.
1. Corporate form, partnership attitude
“We do not view...
Seven Blind Spots your Private Foundation May Have
Markdale2024-09-25T14:35:53+00:00Our family office provides management & administrative services to private foundations. Over the years, we’ve realized many private foundations take certain responsibilities for granted. So, when an “unexpected” event occurs (like a CRA audit, death of a board member, change of tax rules) these private foundations scramble to adjust. The result is stress to the family and potentially financial losses...
Ethereum Merge
Markdale2024-09-25T14:36:40+00:00The Ethereum Merge is upon us! Soon, the Ethereum blockchain will undergo a major change to the way it operates. Virtually eliminating its carbon footprint, decreasing fees, and increasing transaction capacity. But, what should users really expect? And, is this a good time to invest in the Ethereum ecosystem?
The Merge changes the way Ethereum is “mined”
To function without a...
Am I Rich?
Markdale2024-09-25T14:37:37+00:00How wealthy are you? Typically, we think of financial wealth in numbers: our income, our net worth, or maybe how much money we have. But of course, wealth is much more than just dollars & cents. Wealth includes our health, the quality of the relationships we have with our family & friends, as well as our knowledge & experience. Being...
What is a Yield Curve?
Markdale2024-09-25T14:38:31+00:00If only there were a way to accurately predict the future course of money rates & economy. Well, there is! Yield curves provide investors with an indication of the market’s expectation about future interest rates and the trajectory of the economy. Yield curves have also been reliable predictors of economic growth and recessions. In this post, I’ll describe what yield curves...
Is Our Tax System Too Complex?
Markdale2024-09-25T14:39:16+00:00Recently, the American congress passed a law known as the “Inflation Reduction Act” that among other things provides an additional $80 billion USD of funding for the Internal Revenue Service (“IRS”) over 10 years. Supporters claim this extra funding will help the IRS collect more tax revenue by providing the agency with more auditing and compliance resources. We can expect...