Looking for help

Looking for help

When you decide that you really want to get ahead financially, there are going to be some changes to your lifestyle. I have noticed that for many people, including myself, that means a change in who you hang out with.  Talking about financial stuff, especially your...
Stock tips.  Should you take them?

Stock tips. Should you take them?

I have been a self-directed stock investor for over 15 years. It doesn’t seem that long.  Over the years I have subscribed to countless newsletters, and stock recommendation websites.  Heck, I can use all the help I can get.  I have also been taking courses, and...
An Old lesson remembered.

An Old lesson remembered.

I find it amazing, that it takes a while, before a lesson, given a long time ago, sinks in.  I have had too many of those.  I am just thankful that I eventually catch on.  (At least to some of them.)  This one involves researching individual stocks. About 35 years ago...
Knowledge can reduce stress

Knowledge can reduce stress

There were two stories on the news over the last week that caught my attention.  One was on the number of Canadians that are financially illiterate, and the other was the amount of lost productivity in Canadian work places, due to employees being worried about their...
Investing and Risk

Investing and Risk

Thought the training over the last few months, there has been a lot of time spent on the relationship of Risk versus Reward of investing, and how it relates to clients.  It is the heart of the suitability section of both the Life Insurance and Mutual Funds courses. ...
When should I start investing?

When should I start investing?

This is a very frequent question I get asked.  There is only one answer.  YESTERDAY!!  If you are not already investing, you need to start TODAY!  I recently hear of a new rule in the financial world.  (You never stop learning!)  It is called the Bankers rule, or, the...