Behaving your way to wealth
Many BC residents put massive amounts of energy into things they cannot control when it comes to their investments. Trying to time the market, buy the hottest stock this week or betting on what Donald Trump will tweet tonight.
In the end, your own behaviour is the only thing you can control. The good news is this can be the most important variable for investment success.
Raise a glass and raise your standards: Thoughts from a financial advisor.
Last week I was enjoying the sun in the early evening on a Vancouver patio, sharing a glass of wine with new clients that had just came onboard to join my practice. As the husband and wife chatted about their kids and summer vacation plans we raised a glass to cheers our new partnership. At this moment my new client looked me in the eye as we tapped glasses and said “To raising our standards”.
Do you know what you are paying your financial advisor?
If you’re like most Canadian investors, you own mutual funds. They have become a staple in our investment portfolios over the years.
Your mutual funds have a cost referred to as the MER (management expense ratio). This is an all-inclusive cost including the professional portfolio manager (the team making the investment decisions), the funds administration and the ...
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