What to Do with Excess Cash?
Thanks for keeping your financial planning process questions headed my way. In a recent post, we addressed a retirement planning query. …
How much does it cost to retire?
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…
What’s on your mind?
Every so often, there are things we just know: The earth is round. Whichever traffic lane you’re in moves the…
Maximizing Your CPP Benefits: 65 Isn’t Always the Answer
As I prepared to write this month’s blog post, I came across an interesting U.S. study exploring how the structure of a…
Simple Investing Strategies to Take Away from 2018: The Best Year-End Commentary Almost Never Published
This blog resurrects some simple investing strategies I noted in 2008 that are still relevant today for investors who want…
Three times you might want to change your asset allocation
As we approach year-end, it’s looking as if 2018 may deliver negative returns on equity investments. As we covered here, periodic negative…
Using a Lifestyle Reserve To Ride Out Market Storms
You may have noticed, we seem to be at the beginning, end or middle of an especially rocky ride in…
How Evidence-Based Investing Saves Long-Term Wealth: Avoiding the “Big Mistake”
Count on an Evidence-Based Investing Approach to Withstand the Temptation to Cut and Run When the Market is Scary “Buy…
It’s official: Canadian investors are on their own
From my perspective, June was a disappointing month for investors. This didn’t have anything to do with the global stock…
Why investing simplicity beats complexity
Investing simplicity - not easy, but highly recommended (and rewarded) Complexity. It’s hard to avoid. Tune into the news, and…