The Empowered Investor
Investing doesn’t need to be complicated to be successful. Like most people’s favorite comfort food, the basic ingredients are universal. After that, there’s no limit to what you might add to your recipe for financial security.
In Part 2 of our series on evidence-based investing, we take a look at the roles played by investment style and factor exposures.
A recent settlement is reminder that Canada’s big banks still have a long way to go to eliminating their conflicts of interest when serving investors.
A good advisor will help keep you on track, guide you through trouble spots, and protect you from taking an unsafe detour.
Canadians remain unaware of or unable to appreciate the significance of the mathematics of sustainability, despite the fact that numbers don’t lie.
An investment philosophy (also called investment strategy) is a set of guiding principles that shape and inform your decision-making process.
The lack of a clear vision is the root cause of the majority of challenges faced by investors. An investment policy statement can help clear up confusion.
The Empowered Investor Book
As an advisor who has studied and implemented the principles of successful investing with clients, I have witnessed the powerful and meaningful difference they can make in people’s lives. My hope is that this book will inspire you to build a better investment experience for you and your family.
Request your complimentary copy.