Apr 25

Investing your “Serious” and “Mad” Money Buckets

Investing your retirement nest egg is dull and boring. While investing to beat the markets has huge appeal. Investors often wonder about…

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Apr 4

10 Red Flags You Have Muddled Investing, Part

There is sensible investing and then there is "muddled" investing. First off, how do you tell them apart? Let's start by exploring…

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Mar 29

Wise Tips to Spend, Save and Invest Your

Let's examine some wise ways to apply your tax refund in 2016. There are no shortages of sound possibilities for the…

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Mar 21

Take Advantage of the Market Rally

Investors love market rallies. Although, many are confused about what to do. The wall of worry has scaled back on investing fears. Those…

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Mar 14

2016 Planning Priorities for Business Owners

Today's business owners are preoccupied with the day-to-day operations for 2016. They need plenty of encouragement in planning their tomorrows. Owners know…

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Mar 8

Common sense portfolio management

"History is a vast early warning system." — Norman Cousins, American essayist and publisher, (1915 — 1990) Investors can be excused for…

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Feb 15

Re-contribute RRIF excess payments

A simple provision is still available to some registered accounts for 2015. For RRIFs If you are 71 to 94 years of…

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Feb 8

3 Easy Questions for your RRSP

Three weeks left to wrap up the 2015 RRSP chapter. Many have barely started their thinking process. A greeting card I bought…

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Jan 25

2016 RRSP tips – Back to basics primer

Understanding the RRSP regime makes it easier to stickhandle your retirement marathon. This workhorse has been delivering on retirements since its…

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Jan 18

Tumbling Loonie strategies

Our Loonie has been falling to under 70 Cents against the US Dollar. Recall it climbed from near 86 cents in…

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Jan 11

Mission 2016: Discover Your “Retirement Number”

I recommend turning over a new money leaf for 2016, the sooner the better. If you have but one mission on…

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Dec 7

Is Your investment Personality Distinctly Comfortable?

One of the significant guidelines that I use in designing investment portfolios is the client's investment personality. Let's understand those personalities,…

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Nov 30

‘Tis the Season of Merry Debts

Some finances get stressed and stretched to the max. Like credit cards creeping past their safe outer limits. The reasons…

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Nov 16

Best to Stop Reacting to Daily Headlines

I empathize fully. Last week the Dow dropped 665 points while the TSX tumbled 478 points. Who knows what's up…

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Nov 9

Cut back on Fancy Money Jargon

November is financial literacy month. Hopefully, a time to cut back on some fancy jargon. Listening to money jargon can be intimidating. Understanding…

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Nov 5

How to ‘Challenge’ the Central Planners Deception!

The past five years have produced many deceptive trading strategies which have ‘suppressed’ the one historical thermometer for revealing the…

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Nov 4

Caution: Stocks Catch Fire, Economies Cool Off

Many investors are confused. Stock prices are out of kilter with economic realities. Investing 2015 has been driven by volumes of daily…

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Nov 2

Crafting Your “Asset Location” Strategy

You're familiar with the real estate catchy phrase "location, location, location". A similar approach applies to the collection of investments you…

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Oct 26

Inheritance Bolsters Retirement

Inheritances and monetary gifts are terrific windfalls. Many boomers and younger generations often receive these financial assets. In Canada, that number is…

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