Mar 23

14 Smart Ways to Sprinkle Your Tax Refund

Taxpayers often wonder how to put their tax refunds to smart use. There is no shortage of sound possibilities for the…

Add Your Comment

Read Article
Mar 16

Stress Test Your Nest Egg

Financial stress testing is an indication of how portfolios fare during tough times. Some US banks have had difficulty passing their…

Add Your Comment

Read Article
Mar 2

Five Classic Wealth Management Resolves

Revisiting a select few wealth management resolves is a superb exercise. One that can be initiated anytime, in bullish and bearish…

Add Your Comment

Read Article
Feb 23

5-Point Defensive Strategy

Warren Buffett says, "Look at market fluctuations as your friend rather than your enemy; profit from folly rather than participate…

Add Your Comment

Read Article
Feb 16

Investor Greed Takes Top Spot, Yet Again!

"Risk has lost its' scariness yet again. Investors are buying everything in search of performance." Investors are driven by two very…

Add Your Comment

Read Article
Feb 10

Top 10 Investing Money Facts

"There are personal money facts investors ought to know and understand well. I highlight a couple of key handfuls." Having those…

Add Your Comment

Read Article
Feb 4

Financial History – for February 4th

Rewinding today, February 4th, in financial history: 1994: Without any warning, and just as investors are pouring billions of dollars into bonds,…

Add Your Comment

Read Article
Feb 2

Women and investment advisors

"It’s no secret that women still live longer than men. This is one key reason for women to plan early…

Add Your Comment

Read Article
Jan 27

5 Ways to Improve Portfolio Health

“I don't look to jump over 7-foot bars. I look around for 1-foot bars that I can step over.” — sage…

Add Your Comment

Read Article
Jan 19

Selecting Your Investment Advisor

"Make the process of selecting your investment advisor simple and straightforward." At some point, almost everyone initiates the process to select…

Add Your Comment

Read Article
Jan 12

Surviving Market Turmoil

First my story. I recently spent a few glorious days at Spring Lake Ranch near 100 Mile House, BC. The attached…

Add Your Comment

Read Article
Jan 5

Another Ugly Day or Buying Opportunity?

"The markets are on sale. Again." This is not the first time. Nor will it be the last. You can keep worrying about…

Add Your Comment

Read Article
Jan 2

RRSP – Approaching Six Decades

"Pay closer attention to your RRSP. This workhorse has been delivering on retirements for nearly six decades." The notable RRSP was…

Add Your Comment

Read Article
Dec 29

Risk Management is “Job One” in 2015

Investing in 2015 is not expected to be boring. Rather, expect everything imaginable. Dealing with investment risks will become top of…

Add Your Comment

Read Article
Dec 22

Three Portfolio Questions for 2015

Investors don't really know what their portfolios are up to these days. Too many are clearly dabbling in risky waters." Judging…

Add Your Comment

Read Article
Dec 17

Translating US Fed speak

"Today's US Fed message is quite simple to me." Think of it this way: The global economy is still growing at a…

Add Your Comment

Read Article
Dec 15

Fears and Anxieties Overwhelm Investors

Last week was filled with plenty of give and take, mainly take. An ugly week for the history books. Investors are overwhelmed…

Add Your Comment

Read Article
Dec 8

Challenge: Change Biases That impact Investment Behaviour

"Investment behaviour is dramatically affected by the biases we have adopted". Our challenge is extended to every investor. Change your biases…

Add Your Comment

Read Article
Dec 2

Investing Near Zero Returns

Canadian yields to maturity for 10-year bonds are near 2.0%. Similarly, 30-year bond yields hover under 2.5%. Not exactly long-term returns to…

Add Your Comment

Read Article