#investmenttips Archives - Markdale Financial Management

Modern Wealth Management: Bridging Generations, Values, and Technology

In today's rapidly changing financial landscape, families and foundations are increasingly facing complex challenges that span generations. Whether it's transitioning from traditional methods to modern digital systems, aligning portfolios with contemporary values, or navigating the intricacies of wealth transfer, these transitions often involve more than just financial considerations—they encompass legacy, values, and family dynamics. By bridging generations, values, and technology,...

By Caliya ConnorFamily Office#consolidatedreporting, #family office, #investmenttips0 CommentsRead more...

5 Key Investing Principles to Build Long-Term Wealth

Investing is often perceived as complex, but the truth is, a few simple principles will set you on a path toward financial freedom. Whether you're just starting out or looking to refine your strategy, these five key investing principles will guide you to make smart, sustainable decisions.

1. Spend Less Than You Make

This principle may seem basic, but it’s the...

By MarkdaleInvesting, Tips, Uncategorized#bestpractices, #healthyinvestmenthabits, #investingstrategies, #investmenttips0 CommentsRead more...

Avoid Capital Gains Tax in Canada: Strategies and Tips

Canada recently increased the tax rate on capital gains. So, investors are asking: “how to avoid capital gains tax in Canada”? This post will provide Canadian investors with a few strategies to avoid paying capital gains tax. Especially considering recent capital gain tax rate increases. Before we begin, let’s put your financial knowledge to the test. Try out our free financial...

By MarkdaleInvesting#investing, #investmenttips, #passiveinvesting, #taxstrategies1 CommentRead more...

Investing in Cocoa: Is It a Smart Gamble?

Investing in cocoa can be an exciting trade. The cocoa market has experienced significant shifts recently, capturing the attention of investors, chocolate enthusiasts, and industry stakeholders alike. Understanding these trends is crucial for anyone involved or interested in the cocoa trade. So, this post will describe the current market dynamics shaping the cocoa market. And, describe some ways that investors...

By MarkdaleAlternatives#commodityinvesting, #investing, #investmenttips, #investmenttrends0 CommentsRead more...

Gold: Is Now a Good Time to Invest?

Gold prices have been trending higher. And, after surging to new all-time highs, investors are scrambling for explanations behind gold's gravity-defying rally. But, is gold a good investment? And, is gold a suitable investment for the long-term, or just during certain circumstances? Is now a good time to invest in gold? Let's delve into the nature of this investment and...

By MarkdaleInvesting#commodityinvesting, #investing, #investmenttips, #investmenttrends0 CommentsRead more...

Evaluating Private Credit: Research Questions Its Superior Returns

How should investors be evaluating private credit? Recent research is casting doubt on the touted benefits. A new study by the National Bureau of Economic Research is suggesting that, when considering the additional risks and fees, private credit investments may not offer the alpha. In other words, excess returns that many investors anticipate have not materialized. This finding prompts...

By MarkdaleAlternatives, Funds, Investing#investing, #investmenttips, #investmenttrends, #privatecredit0 CommentsRead more...

Let Your Profits Run: Embrace Simplicity

“Let your profits run, and cut your losses”. Is a phrase coined by economist David Ricardo encouraging investors to resist the urge to sell profitable positions too early. The adage has roots in simple math. A losing position can only fall 100%, whereas a winning one can potentially gain infinitely. So, how can this timeless wisdom help investors today?...

By MarkdaleInvesting#investing, #investmenttips, #passiveinvesting, #stockmarket0 CommentsRead more...

Consistent Investing Habits: The Key to Success

The best investors are deliberate and consistent. And, they don’t let their emotions get in the way. Instead, they create consistent investing habits. Day after day, week after week, year after year; the most consistent and disciplined investors succeed. While fickle, emotional, and impulsive investors flounder. So, how can investors encourage consistency in their investing process? This blog post will share...

By MarkdaleInvesting#investing, #investmenttips, #stockmarket0 CommentsRead more...

Buy-and-Hold Investing: Lessons from Egg and Chicken Farmers

In the serene landscapes of rural life, two distinct types of farmers thrive - the chicken farmer and the egg farmer. While both operate farms, they adopt vastly different strategies. Mirroring the diverse approaches in the world of portfolio investing. This post explores these strategies and draws parallels with the investment philosophy of Warren Buffett, while describing why a time-tested...

By MarkdaleInvesting#investing, #investmenttips, #passiveinvesting0 CommentsRead more...

Investment Memos: Essential Tools for Informed Investing

Investment Memos highlight the distinction between well-considered financial decisions and hasty gambles. This unassuming yet powerful tool is pivotal in crafting a disciplined investment strategy, one that is guided by clear governance and a consistent decision-making process. Rather than by feelings and emotions. This post will describe how investment memos are a powerful tool for serious investors who support accountability....

By MarkdaleInvesting#financialmanagement, #investing, #investmentpolicy, #investmenttips0 CommentsRead more...

Tag - #investmenttips

1. Spend Less Than You Make