End-of-Year Financial Checklist
When I help people one-on-one with their financial planning needs, there is one financial goal that comes up more than all the rest: “I don’t want to have to worry…
This category is all about investing in stocks, bonds, and real estate. I might write about individual equities, ETFs, REITs, and mutual funds.
When I help people one-on-one with their financial planning needs, there is one financial goal that comes up more than all the rest: “I don’t want to have to worry…
“The 60/40 portfolio is dead!” How many times have you heard this? This statement has been repeated so often, that many investors have taken it as truth without understanding the…
In the world of finance, you need confidence. Without it, you're paralyzed but too much of it amplifies errors and undermines financial progress. Better decisions can be the difference between financial…
Reality will pay you back in equal proportion to your delusionWill SmithA few weeks ago I was interviewed again by TD Inside Investor to discuss some lessons I have learned…
Tom is recently retired and is taking a close look at his investments. He needs to make sure his nest egg will last. Dividend-paying stocks make up a portion of his…
Spring is here and I’ve been swamped with family responsibilities, springtime jobs around the house and a surge in interest in one-on-one mentoring, which is great - no complaints here. …
“Investing is not a game where the guy with the 160 IQ beats the guy with the 130 IQ. Once you have ordinary intelligence, what you need is the temperament…
I’ve heard that I should “own my age” in bonds but I’m worried that I’ll run out of money in retirement with such a conservative portfolio. Is there another way?…
I recently posted the 2022/2023 Beating the TSX update. The updates never fail to generate a flurry of interest in the method, particularly when the results are good, as…
Almost everything we value in life requires some kind of maintenance. A house will need a new roof every decade or two. Our cars need oil changes and brake jobs. …