Once you make the decision to take the next step toward ensuring a solid financial future, the next is who you should work with. There are all types of financial professionals that provide a variety of services, and one that we get asked about is the registered...
Every investor, whether you do it yourself or have professional help, needs to understand the fees they are paying because this is one of the most important factors attributing to investment performance overall. Fees can really eat into returns but they might also...
Most people enjoy being in control of their life and it’s hard to let go when it comes to money. That’s why it’s not a surprise that the do-it-yourself approach has cropped up everywhere over the past decade, but is DIY investing a successful strategy? We’re going to...
Believe it or not, the Fed was wrong. It turns out the inflation we’ve been experiencing is not transitory. They thought these high prices would stick around for six months or less. However, that’s certainly not the case and consumer sentiment is very low. With this...
We’ve been discussing the market and the volatility investors have been experiencing all year long. With this bear market many investors are wondering if they should move to cash because it’s safe. But, with 9.1% inflation rate we need to consider how to balance our...
Do you truly understand the difference between volatility and risk? Modern portfolio theory was trademarked in the 1950s and is often still used today in our industry. This approach is still viable today and highlights understanding portfolio risk and the proper way...
With 2022 starting out with a lot of volatility, a lot of people are rethinking their portfolio approach. Maybe you are ready for a new advisor or perhaps you are reaching out to a professional for the first time. In any case, how do we go about finding unbiased and...
