There’s a new and very important investment book in town. And this one is called Beat The Bank, The Canadian Guide to Simply Successful Investing from Larry Bates. Last week I discussed why Larry just had to write Beat The Bank in this post Cut The Crap Investing and Beat The Bank. In the headline... Continue Reading →
In the second day, we focus on the types of assets available, their characteristics, and how they fit into a portfolio strategy. Finally, we review three model portfolios that could serve as a starting point for individual portfolios. We note however that everyone has different needs that mandates a unique portfolio strategy. DISCLAIMER: This seminar... Continue Reading →
This very popular seminar (it is in its third iteration and is sold out for in person attendees) has been developed with the specific needs of retirees in mind. The difference between the information contained here and typical investing sites, is that this focusses on how to achieve income as well as growing principle, and to do so in a fashion that optimizes fees and taxes.
The scars have lasted even though the stock market has since soared to new highs. Throughout the nine-year bull market—which has recovered all of the losses from the crash and added an additional 82% on top—the crash has continued to resonate. Stocks are always climbing a “wall of worry,” even if the worry shifts from... Continue Reading →
Most financial professionals in Canada are licensed as salespeople with no fiduciary duty to clients. Most bank "Advisors" (not the same as Financial Advisers believe it or not) are basically salespeople with little training who are rewarded for selling over priced bank mutual funds.
As Baby Boomers continue to retire and advance in age, increasing numbers of seniors are at risk of falling victim to schemes aimed at separating them from their money.
A reader asks: I’m a doctor and a lot of my colleagues are getting into real estate. There’s a group that invests in local deals in our area and all I have to do is write a check (no property management, upkeep, dealing with tenants, etc.). 36 more words via Some Thoughts on Investing in Real... Continue Reading →
The good news is that there is one remarkably good deal for income investors – the Canadian dividend tax credit