Investment Wisdom
What is a Hedge Fund? Inside the Semi-Secret Hedge Fund World
20 years ago I took the most fascinating investment course, and by far the most in-depth. The course made me a “Certified Hedge Fund Specialist” (CHFS). I loved it so much I received the top mark in Canada. From the course and meeting with hedge fund people, I’ve learned the ins and outs of the…
Read MoreThe 6 Steps to Become Financially Independent
What will it take for you to become financially free? To have enough money that you never have to work again? This video and podcast episode is my insight into the few key ideas you really need to know. It’s an overview to give you the big picture of what really works. Some of these…
Read MoreHow to EASILY Outperform Robo-Advisors
It is EASY to outperform robo-advisors? Why? They don’t even try to outperform. They try for: “Reasonable return with less risk”. You would think robo-advisors would just invest in a few broad indexes, but often they don’t. And they require you to invest in bonds no matter how high your risk tolerance. Robo-advisors are big…
Read MoreFinancial Post Article: Married couple need roadmap to ensure their comfortable lifestyle continues in retirement
The Financial Post asked me to review the finances of a married couple in their 60s who are winding down their successful Ottawa-based consulting business and operating company. They want to shift to a two or three-day workweek and take summers off, and they are trying to determine where to invest their money, so they…
Read MoreAsset Allocation Loss Ratio (AALR) – What Is It & How Does It Help You?
When you go to any investment firm, they require you to fill out & sign a Risk Tolerance Questionnaire of some kind. The purpose is to prevent you from investing too aggressively. This can be important, because you might sell a more aggressive investment when it is down and lose money. However, there are 2…
Read MoreHow to EASILY Outperform Index Investors
It is EASY to outperform index investors? Why? You would think that people that consider themselves “index investors” would just own 1 or 2 broad indexes and try for the index return. However the ones I see usually do not invest this way. Most of them have suboptimal portfolios that may contain: 1/ Bonds –…
Read MoreGambling, Speculating, Saving & Investing. What’s the difference?
How should you invest your money? If you don’t invest wisely, it will be hard to fund your future. There are always new areas you can put your money into, but are they worthwhile long-term? In my latest video and podcast episode, I look at all the possible areas to invest your money and fit…
Read MoreHow to Easily Outperform Financial Advisors, Robo-Advisors & Index Investors
Financial freedom is what we all want. We talk to people about their finances all the time and most people just want to know that their money is there, and they can live their life the way they want, but very few Canadians actually get there. Why? Most Canadians are not financially secure because of…
Read MoreWhy Simple Investment Stats Don’t Give You Good Returns
If you’re investing in equities, you may be using various investment data software like Morningstar. The problem? Investment data often gets misused. This is because you may be looking at short-term stats and ratings from only the last 1-5 years. It takes a lot of effort looking at investment stats, but most people who do…
Read More5 Steps for You to Become Wealthy
One of the really cool things about my job is that I get to meet a lot of wealthy people. I get to see what kind of people they are and what their life is like. What I find really rewarding though is to take people whose lives are struggling or just regular income earners…
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