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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…
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Documenting Your Spousal Relationship
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…
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Investment Advice for Entrepreneurs
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…
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Evaluating Advisor Fees
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…
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Is Private Equity a Good Investment?
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. What is Private Equity? Private equity simply refers to investing in companies that are…
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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. What are dividends? Dividends are cash payments made by companies to their shareholders.…
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Income or Assets?
Which 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…
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Best Index Funds for Canadian Investors
Index 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…
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4 Reasons to hold your stocks through a downturn
Each 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…
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Warren Buffett’s Management Principles
In 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…