It’s the industry that’s taken the investment world by storm. And Canadians are leading the way thanks to the legalization of marijuana for personal use. You can essentially become a seller/dealer of Mary Jane in legal fashion. Oh how times have changed. Many Canadian investors have already made a lot of money off of this […]
There will be a tipping point for the Robo Advisors suggests Randy Cass of Nest Wealth.
Off the top you’ll notice that the term Robo Advisor in the headline is in quotes. I could and perhaps should use the term digital wealth manager. For now, Robo Advisor is the accepted term to describe these wealth managers who use technology to enhance the experience and allow clients to move to complete managed […]
Pensionize Your Nest Egg With Annuities, Your Super Bonds.
Most Canadians do not have a defined pension with guaranteed income. Speaking of birds and nest eggs, those guaranteed pensions are going the way of the dodo bird. Just 33% of Canadians have a defined benefit workplace pension where the income is guaranteed and usually indexed to inflation. That’s according to Pensionize Your Nest Egg: […]
Investing in the One Ticket Asset Allocation Portfolios to Create Retirement Income.
I recently offered a 7-ETF model portfolio for retirement. It’s a common question “How do I use ETFs to fund my retirement?” Here’s The Simple 7 ETF Portfolio For Canadian Retirees. And the good news is that simplicity and simple asset allocation has worked wonders for North American retirees. We don’t have to get too […]
Investment lessons from the world’s greatest investor – Warren Buffett.
Every year thousands of shareholders flock to the Berkshire Hathaway annual meeting to get an update on company progress, and to hear The Oracle Of Omaha offer his folksy words of wisdom. As you may know Berkshire Hathaway is the company operated by Warren Buffett and his team. Mr. Buffett is one of the richest […]
The Simple 7 ETF Portfolio for Canadian Retirees.
It’s a question that I am asked with regularity. Readers will email or comment on articles “all of this ETF stuff is great, but how do I set this up an ETF portfolio for retirement?” Robb Engen of Boomer and Echo will, uh well, ‘echo’ that sentiment. Here is the simple 7 ETF portfolio for […]