Resources
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From Indexing to Evidence-Based Investing
To appreciate evidence-based investing, it helps to look at its historical roots, planted more than a half-century ago, and incorporated into its early solutions: index and passive asset-class investment strategies.
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“The Empowered Investor” outlines 8 key investing principles to help you build a ‘Blue Ocean Investment’ experience.
War, Conflict & Long-term Investing
In this episode, Marcelo and Keith talk about geopolitical risk/shock in investing. When we’re facing major geopolitical events, war, health crises, or a recession, many investors’ immediate reaction is that we’ve never seen something like this before. We hear – this time is different. Unfortunately, that often leads investors to make short-term, reactive decisions that ultimately harm their long-term investment plan.
Planning for Your Prime Earning Power Years
Here we zoom in on your best power plays for the age 35–65 sweet spot, when you’re not yet fully financially independent, but you’d love to do all you can to get there sooner than later.
The Wheel of Wellness: 7 Habits of Healthy, Happy People with Heather Martin
In this episode, Heather and Keith talk about her motivation for writing The Wheel of Wellness, the changing public perception of wellness, the role of genetics versus lifestyle in longevity, how to start the journey of finding your purpose, and so much more!
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Personal Financial Planning for Ages 25–35
Investing early makes the most of your youthful super powers: time and compound growth on your investments.
Taking Control of Your Personal Financial Action Plan
Having a retirement plan and investment plan is key to preparing for long-term financial security. Additional components factor in as well, including debt management, risk management, tax planning, and estate planning.
The Paradox of Behavioural Biases and Investment Instincts
How do you protect against an invisible enemy like behavioural bias? Four lines of defense can help: education, process, time, and objective advice.
Why Diversified Investing Is the Hardest, Easiest Thing To Do
Even if you start out with a well-diversified portfolio, you’re far more likely to lose your way if you have no big-picture plan to guide your cohesive course.
How To Handle Cold Markets and Hot Stocks
Countless performance-chasing parades have come and gone, with one thing in common: By trying to concentrate in a hot trend once it’s already popular, you’re riding a massive wave that could subside at any time.
Financial Forecasts, Market Predictions, and Other Fantastic Fairy Tales
In relatively efficient markets, even the experts can’t know what future pricing will be. So, trading based on forecasts and predictions is a coin flip, at best; the outcome is based on luck vs. skill.