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Read more about the article Battle of the Brains: Market Portfolio 1, Fancy Hedge Fund 0

Battle of the Brains: Market Portfolio 1, Fancy Hedge Fund 0

  • Post published:December 4, 2017

Over a decade and after costs, which approach should come out ahead: investing in a simple, S&P 500 index fund,…

Continue ReadingBattle of the Brains: Market Portfolio 1, Fancy Hedge Fund 0

Have low interest rates got you down?

  • Post published:October 15, 2016

Are you familiar with Shakespeare’s famous advice: “Neither a borrower nor a lender be”? Penned more than 400 years ago,…

Continue ReadingHave low interest rates got you down?
Read more about the article Retiring reliably, leaving a legacy or balancing both?

Retiring reliably, leaving a legacy or balancing both?

  • Post published:September 20, 2016

In fall 2010, I posted a blog on the subject of retirement planning: “Is it you … or the kids?”…

Continue ReadingRetiring reliably, leaving a legacy or balancing both?
Read more about the article The timely and timeless roles of fixed income investing

The timely and timeless roles of fixed income investing

  • Post published:October 8, 2015

We are going to take a break from our Financial “Stop Doing” series this month to address a subject that…

Continue ReadingThe timely and timeless roles of fixed income investing
Read more about the article Cash is not king: A better investment strategy for your TFSA

Cash is not king: A better investment strategy for your TFSA

  • Post published:April 29, 2015

The good news is that Tax Free Savings Accounts (TFSAs) are finally garnering wider use. According to BMO Financial Group’s…

Continue ReadingCash is not king: A better investment strategy for your TFSA

Is it you … or the kids?

  • Post published:September 29, 2010

A few weeks ago, I had the opportunity to attend the launch party of a book called Pensionize Your Nest…

Continue ReadingIs it you … or the kids?
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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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