Find us on Facebook
Get smarter while you get social. Invite your friends to financial freedom.
Tag Archives: Investments
Stay up to date with our tips and posts by subscribing to our RSS feed!
May 9, 2013
- Money 2.0
Should advisers have a legal duty to act in your best interest?
Do you believe that your financial adviser has a legal duty to put your interests first? If you do, you’re not alone.
In 2012, an IEF study found that 70 per cent of investors believe that their financial adviser has a legal duty to put the client’s best interests ahead of their own personal interests. But in Canada, that’s not necessarily true. MORE
Tagged Advisors, finance, Investments
December 31, 2012
- Masters of Money
3 Examples of How a Financial Professional Can Help You Regardless of Your Financial Situation
Oh, the investment industry loves rich people. L-O-V-E-S them. Many fees in the investing world are applied as a percentage of the amount of money in a client’s account. MORE
Tagged Advisors, budget, Financial Planning, Investments
December 24, 2012
- Masters of Money
6 Costs to Consider When Investing
People invest all the time without considering the cost, but let’s cut them some slack. When investing, there can be as many as six different price tags to consider on the same account. Let’s go through them one by one. MORE
Tagged Advisor, Cost, Funds, Investments, Performance, Returns
December 3, 2012
- Masters of Money
Beware of Too Good to Be True Investments
Your best defense against getting drawn into too-good-to-be-true investments lies in understanding a bit about psychology. The marketplace is masterful at using greed to entice you into buying something. Back in the late 1990s one of the most common emails I received from readers was about commuting a pension – i.e., taking it in a cash lump sum rather than as regular pension payments. MORE
November 22, 2012
- Masters of Money
The Financial Lifecycle
Canadian investors come in all shapes and sizes. It’s clear that those in their 20s are in quite different financial circumstances than those in their 60s and 70s. That said, most of us travel pretty much the same trajectory as we age. Our lives proceed in predictable patterns: we are educated and learn a trade, get married, have children, buy a home to raise them in, then try to get out of debt and create a nest egg for the inevitable moment when we can no longer earn a living. MORE
Tagged Baby Boomers, Investments, Life Stages, retirement
