I recently read a report put together by Tom Bradley, president of Steadyhand Investment Funds called the Five Essential Elements to Being a Better Investor. The basic premise of the report is that every investor can become better and more successful by focusing on key behaviors. Tom suggests that “There is a significant gap between… Continue Reading
Category Archives: Investing
Your investment foundation and framework is key
One of my favorite investment quotes comes from Warren Buffet: “To invest successfully over a lifetime does not require a stratospheric I.Q., unusual business insight, or inside information. What is needed is a sound intellectual framework for making decisions and the ability to keep emotions from corroding that framework.” One of the key words in… Continue Reading
Investing Basics – How to get started with investing?
I meet a lot of people who want to get started with investing for the first time but are not sure where to start. Are you one of these people ready to get started with investing? Maybe you got your first job and your employer offers a matching Group RRSP plan or defined contribution pension. … Continue Reading
Stages of Investing
When it comes to choosing an investment, sometimes your choice will depend on what stage of investing you are at. In this article I explore investing as a progression or evolution of how much money you have in your portfolio. Experience and timing can play a role in how your money is invested. If you… Continue Reading
Do-it-yourself or Financial Advisor?
This debate is getting more and more appeal. There is no shortage of different perspectives on the issue of looking after your own money versus using a financial advisor. Here’s my perspectives on this debate. Doing it on your own When I first started in this business 20 years ago, I could read a couple… Continue Reading
Don’t buy DSC mutual funds
Recently I wrote about one investor who was tired of paying higher management fees on her DSC mutual funds. When she wanted to pull her money out, she was faced with a back end load also known as a deferred sales charge (DSC). She wanted to know if it made sense to pay the DSC?… Continue Reading