Articles

Ep.13 EBI - Principle #1: Invest in Asset Classes One of the challenges Canadian investors face is choosing between the sheer number of choices of types, styles, and strategies for investing that are available. To help you to cut through the noise and overwhelm, we’re...

Ep.12 Winning Through Evidence-Based Investing For the past eleven episodes, I was joined by my co-host, Marcelo Taboada, and we covered the groundwork for becoming an empowered investor and what you need to put in place to have a successful long-term financial...

Ep.11 A Lesson for the Long-Term: A Tale of Two DecadesFor 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...

Ep.10 The Investment Policy StatementOne 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...

Ep.9 Chilling Out: Financial Planning for RetireesIn 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...

Ep.8 Capitalizing on Your Peak Earnings 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...

Ep.7 Laying a Strong Foundation: Planning for 25 to 35 Year OldsNow 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...

Ep.6 Investment Pitfall #4: Failing to Diversify ProperlyWhat does it mean to properly diversify an investment portfolio? And why is it so hard for many investors to maintain that proper diversification over long periods? Diversification has become one of those topics...

Ep.5 Investment Pitfall #3: Chasing Performance and Trying to Outsmart the Market As an investor, it’s natural to want to outsmart the market. When you combine that with the discomfort of a volatile market like we are currently experiencing, it’s easy to see why...