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Stay informed and on top of your finances with valuable insights, financial news and helpful tips that will bring a fresh inspiration towards growing your wealth.
Dr. Andrew Lo, a finance professor at MIT, recently shared his thoughts on a long-term, buy and hold strategy in an interview on MarketWatch: “Buy and Hold might sound like good advice because on paper when you take a look at the S&P over the last 10, 20 or 30...
The recent death of Dr. Tom Stanley, who was in the media recently as a result of being killed by a reckless driver, prompted me to re-read a book of his I had sitting on my bookshelf. I first read his book over 15 years ago, titled The Millionaire Next Door, which...
If you have been named an executor of an estate, the probate process has become even more onerous. For most people we would recommend you contact a good estate lawyer to help you through the process. Here are some of the details. Estate trustees in Ontario will now be...
In the quest to grow wealth, many people believe they have to seek out the highest possible return for a given level of risk. However, our experience has taught us that most investors often overlook their real objective… which is to generate the most money after tax....
ETF’s or Exchange Traded Funds have grown significantly over the past decade to the point where they are now a mainstream product. We are often answering questions about ETF’s so we thought we would provide an update here: First: What is an ETF? In general, most ETFs...
Getting what you pay for….. Every now and again, someone asks us to explain the benefits of dealing with a financial professional. This issue has been in the news lately, so we thought it might help to go over a few of our answers. We admit some may consider our...
We have found that many accountants and most people are unaware of the significant advantages available to non RRSP investors when investing via Corporate Class Funds. Tax time is a perfect time of year to review the tax you are paying and look for ways to pay less....
As most of our long term clients can attest, our constant focus is on controlling not only our, but also our clients’ behaviour so that we all become great long-term investors. We do this by restraining our natural tendencies towards greed and fear when dealing with...
The term Tax Free Savings account (TFSA) is a misnomer in that it implies that it must be a “Savings” account that is held within your TFSA. In reality, a TFSA is just a type of investment account where you can hold almost any kind of investment with the benefit being...
Don't try to predict the future. A little more than a decade ago: Greece was strong. Russia was bankrupt. Oil cost $13 a barrel. AOL dominated the Internet. Smart economists thought the government would pay off the national debt by 2009. Apple (Nasdaq: AAPL ) was a...
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The new Tax-Free Savings Account (TFSA) contribution limit for 2024 was released last month, and it is $7,000, bringing the TFSA dollar limit from $88,000 to $95,000 (assuming you were 18 in 2009). ...
As financial planners who put our clients first, we’re happy to see the industry begin to dig deeper into unsuitable sales of various life insurance products. The Financial Services Regulatory...