We forget a lot things as investors. Currently, we don’t know what a real stock market correction feels like. We certainly had a couple of love taps in the last several years. But we have not had an emotionally-crippling, serious fight with the stock markets. We are soft. It feels like stock markets always go […]
Has that Canadian home bias really hurt the Canadian investor?
Most of us make the same ‘mistake’. We invest with a home bias. You will see many estimates that show Canadians investing some 50% or more in the Canadian stock markets. What has been the cost to the Canadian investor? A quick look shows that a Canadian portfolio home bias has not hurt the Canadian […]
You have your plan in hand from your advice-only planner. Now what?
There can be incredible value in financial planning. And a new and growing trend is to seek out an advice-only planner. You can access advice and pay for what you need. You do not have to fork over a percentage of your portfolio value every year. And it’s conflict-free advice. But how do you invest […]
The 3 Most Common Mistakes of Canadian Investors.
This is a guest post by invitation, from financial planner Graeme Hughes… During the course of my financial planning career, I was privileged to help hundreds of families work to achieve their financial goals. Talking to families about what they really wanted in life, and how they planned to go about getting it, was by […]
BMO InvestorLine adviceDirect. Co-pilot for the Self-Directed Investor.
As I had outlined in my review of BMO SmartFolio BMO Wealth offers a full suite of online offerings. Auto Pilot – SmartFolio Co Pilot – BMO InvestorLine adviceDirect Fly Solo – BMO InvestorLine Self-Directed Today we’ll look at BMO InvestorLine adviceDirect the Co Pilot option that is designed for self-directed investors who want some […]
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 […]