Articles

Financial planning is critical in creating a foundation for anyone wishing to become an empowered investor. Each stage of life has a specific set of issues that must be addressed to remain on track with your financial plans and today we’re zooming in on the 35 to...

In the last two episodes of our miniseries on planning, we’ve taken a closer look at the importance of the financial plan for achieving your ultimate goal of financial security. We’ve covered the key areas of focus and potential pitfalls from age 25 up to...

One of the most common criticisms we hear about the investment industry is that a lot of investors say things don't feel transparent. To remedy that problem, investment policy statements are becoming more common in the private client world and we believe they're a...

For the past ten episodes, we’ve highlighted the key factors you need to understand to be able to achieve financial security. Today, we’re moving in a new direction and talking about current market conditions. The goal of today's episode is to shed some light on how...

One of the biggest challenges of investing is being able to stop mistakes from occurring. It's one of those areas where the winner can be the person that makes the least mistakes. An investment philosophy that aligns with your goals and personal financial affairs is...

Long-term investment success is based on two crucial elements: following winning principles and conquering the obstacles along the way. Today we’re taking a look at the latter. Although the details of investment success look different for every investor, we’re all...

Welcome to the first episode of The Empowered Investor. Today we’re introducing ourselves to you and sharing the foundational principles of the Empowered Investor. Join us on this inspiring journey, hosted by Keith Matthews and Marcelo Taboada. Keith Matthews is the...

Now that you know the key obstacles that can derail you, we’re switching gears and starting to look at the planning and building side of becoming an empowered investor. Today we’re kicking things off with our series on one of the two key roadmaps for the empowered...

As the great economist, John Kenneth Galbraith said, “There are two kinds of forecasters: those who don't know, and those who don't know they don't know.” It’s human nature to be drawn to stories. We all want someone to tell us how things will turn out and throughout...