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Ep.15 EBI – Part 3: How 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 principles of evidence-based investing. After spending the last two...
Ep.15 EBI – Principle #3: How to Implement Your Portfolio
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
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
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 Decades
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 Statement
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 Retirees
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
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 Olds
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...

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