Articles

Ep.15 EBI - Principle #3: Choose Indexing to Implement Your Portfolio Starting with an evidence-based investing approach creates a strong foundation for the empowered investor. To help you build that foundation for your portfolio, we’re taking a deep dive into the...

Ep.14 EBI - Principle #2: Diversify Your Asset Classes The principles of evidence-based investing provide you with a framework to empower you as an investor to be able to move confidently forward towards financial security. Last week we covered why it’s important to...

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.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...