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Read more about the article What to Do with Excess Cash?

What to Do with Excess Cash?

  • Post published:July 9, 2019

Thanks for keeping your financial planning process questions headed my way. In a recent post, we addressed a retirement planning query. …

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Read more about the article How much does it cost to retire?

How much does it cost to retire?

  • Post published:July 4, 2019

Hey, it worked!  I posted “What’s on your mind?” asking you to tell me what financial questions I could help you resolve.  Many thanks…

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Read more about the article What’s on your mind?

What’s on your mind?

  • Post published:May 7, 2019

Every so often, there are things we just know: The earth is round. Whichever traffic lane you’re in moves the…

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Read more about the article Should Investors Buy Individual Stocks?

Should Investors Buy Individual Stocks?

  • Post published:April 12, 2019

Individual Stocks are Likely Bad Investments (Speculating) that Result in Underperforming the Market Long-Term In most walks of life, rugged…

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Read more about the article How Understanding Statistics Can Make You a Better Investor

How Understanding Statistics Can Make You a Better Investor

  • Post published:April 5, 2019

Statistics Tools & Mindset Can Help You Avoid Bad Investments Today’s post is inspired by a recent conversation with my…

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Read more about the article Maximizing Your CPP Benefits: 65 Isn’t Always the Answer

Maximizing Your CPP Benefits: 65 Isn’t Always the Answer

  • Post published:March 5, 2019

As I prepared to write this month’s blog post, I came across an interesting U.S. study exploring how the structure of a…

Continue ReadingMaximizing Your CPP Benefits: 65 Isn’t Always the Answer
Read more about the article Stock-Selling Skills: Can You Beat the Professionals?

Stock-Selling Skills: Can You Beat the Professionals?

  • Post published:February 7, 2019

Late last year, while most investors were nervously watching market volatility dominate the popular newsfeeds, a group of academics quietly…

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Read more about the article Simple Investing Strategies to Take Away from 2018: The Best Year-End Commentary Almost Never Published

Simple Investing Strategies to Take Away from 2018: The Best Year-End Commentary Almost Never Published

  • Post published:January 11, 2019

This blog resurrects some simple investing strategies I noted in 2008 that are still relevant today for investors who want…

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Read more about the article Three times you might want to change your asset allocation

Three times you might want to change your asset allocation

  • Post published:December 1, 2018

As we approach year-end, it’s looking as if 2018 may deliver negative returns on equity investments.  As we covered here, periodic negative…

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Read more about the article Using a Lifestyle Reserve To Ride Out Market Storms

Using a Lifestyle Reserve To Ride Out Market Storms

  • Post published:November 5, 2018

You may have noticed, we seem to be at the beginning, end or middle of an especially rocky ride in…

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Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”).
Investment services are provided through Lowrie Investments, an approved trade name of ACPI. Only investment-related products and services are offered through ACPI/Lowrie Investments and covered by the CIPF. Financial planning and insurance services are provided through Lowrie Financial. Lowrie Financial is an independent company separate and distinct from ACPI/Lowrie Investments. 

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