TFSA

RDSP anti-avoidance

Investment Review for the Second Quarter of 2017

As we are passed the second quarter of 2017, below is a brief market recap of the investment markets, which I hope will provide you with some insights in how to position your portfolios. Most capital market indexes around the world registered impressive gains early in the second quarter before moderating in June, reflecting steady…

Continue Reading
ymca volunteer

What It Cost To Procrastinate In Making Financial Decision?

Yesterday, I did a financial workshop for the YMCA Business Center. One key idea that I emphasize is not about any of the financial strategies, rather is the human psychology when it comes to making financial decision. Although, I’m not a  psychologist, I do find that there is one particular problem which are very common…

Continue Reading
Mackenzie Q2 Screenshot

Outlook 2014: Q2 from Investment Professionals

As we entered into the second quarter of 2014, it is important to review over your investments. In going forward, how will you position your portfolio?  Below is a short video clip from Mackenzie Investments, where their professional team will share their view on the market outlook and some of their investment strategies . Check…

Continue Reading
FatherDaughter

Life Insurance For Juveniles Versus TFSA

As I become a father myself, I’m more active in assisting young families to save for their children’s future. In addition to the Registered Education Savings Plan (RESP), another strategy I always share with parents is to save within a life insurance policy. (If you’re unaware of this method, you may refer to my previous…

Continue Reading
ID-100214085

How To Build An Investment Portfolio That Aligns With Your Goals?

We’ve been talking about the importance to build a diversified portfolio for quite some time, but how do you determine what kind of investments should be included? and what’s the weighting of each asset class? To find out, there are many factors needed to be considered. For example, your investment duration, risk tolerance, the stability…

Continue Reading
Canadian Financial Goal 2014

What Are Your Financial Goals For 2014?

Happy New Year! I wish you are having a safe and joyful holiday! Since we are at the start of the year, it is a good time to plan ahead your financial goals for 2014. Below are some tips you may want to focus your planning on. Keep Track of Your Cash Flow and Networth:…

Continue Reading
ID-100141990 [Stuart Miles]

Second Quarter 2013 Investment Updates

Investments Updates for Canadians After more than four years of trying to boost its economy through extremely low interest rates and other measures, the U.S. Federal Reserve declared a tentative victory in the second quarter of 2013. Cheered by strong jobs and housing data, Fed Governor Ben Bernanke suggested that it may begin to scale…

Continue Reading

Why You Need To Diversify Your Investment Portfolio?

Are you putting all your eggs into one basket? Have you ever wondered why street vendors often sell unrelated products. For example,sunglasses and umbrellas? That may seem weird, doesn’t it? After all, how often would a customer purchase both items at the same time? Street vendors understand that when it is sunny, it is easier…

Continue Reading