When looking for any professional advisor, it is important to be able to match their characteristics, temperament, client profile and experience level to your own profile.
These are the obstacles we all face in trying to achieve our financial goals:
Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheque to paycheque was your reality? ‘If only I knew then what I know now’ can be heard echoing throughout offices in banks around the country. So we’re here to heed that warning and help you understand the magic of compound interest in long-term savings, before it’s too late.
On Friday September 15th, 2017 one of my clients received an unwanted present from the Fidelity Low Priced Stock Fund.
The 31,460 shares that my client owns have been providing unwanted presents from time to time but this one is much more unwanted than those of the past.
The Effect of Index Funds and Index ETFs
The Stampede to Large Cap Growth
Large cap growth stocks are carrying the market. The largest of the large stocks have been on fire attaining new highs almost weekly. Since the beginning of this year through May 24th, the stocks listed below, are showing strong if not implausible returns:
Client Account Reporting Quarter Ending April 30th, 2017
With the proliferation of investment and personal finance websites, investors have access to a boundless number of resources and tools, once only available to financial professionals.
Once an individual or family has reached a point in their lives that they have enough income to easily pay their basic living expenses and other bills, they often desire to put their excess monthly cash flow to work in an investment.
Perhaps the most important factor in formulating your investment plan is your risk tolerance; that is, the amount of risk you’re willing to assume in order to achieve your most important objectives.