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The 5 Ws of Estate Planning with Edmond Fhima

The 5 Ws of Estate Planning with Edmond Fhima

by Tulett, Matthews & Associates | Jul 27, 2022

Estate planning should be a priority for every Canadian investor. Without a valid legal Will, the government is the decision-maker for the future your assets.

Investment Principal #4: Using Investment Factors To Pursue Higher Returns

Investment Principal #4: Using Investment Factors To Pursue Higher Returns

by Tulett, Matthews & Associates | Jul 20, 2022

By mixing and matching factor-based asset classes into a personalized portfolio, you can pursue higher expected returns while managing the investment risks involved.

Inflation, Market Volatility and Your Portfolio

Inflation, Market Volatility and Your Portfolio

by Tulett, Matthews & Associates | Jul 12, 2022

What’s the best investment strategy for an investor during times of high inflation? Should you adjust your portfolio in light of current volatility?

Investment Principal #3: Using Passive/Index Funds or ETFs

Investment Principal #3: Using Passive/Index Funds or ETFs

by Tulett, Matthews & Associates | Jun 29, 2022

Index-based or passive asset class funds focus on how to reduce the costs and frictions involved in capturing the market’s generous expected returns over time.

Investment Principal #2: Diversify Your Asset Classes

Investment Principal #2: Diversify Your Asset Classes

by Tulett, Matthews & Associates | Jun 20, 2022

The magic behind diversification is found in a financial measure known as correlation, or the degree to which two asset classes move in similar patterns.

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Winning Investing & Planning Principles: Putting It All Together

Investment Principal #4: Using Investment Factors To Pursue Higher Returns

Investment Principal #3: Using Passive/Index Funds or ETFs

Investment Principal #2: Diversify Your Asset Classes

Investment Principal #1: Invest in Asset Classes

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Recent Podcasts

2022 Year End Commentary

Playing the Long Game: Evidence-Based Investing pt. 2

Conflicts of Interest Continue to Dog Canada`s Big Banks

Playing the Long Game: Evidence-Based Investing

Inverted yield curve?

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