Posts Tagged ‘Investing’
FINANCIAL FACELIFT: This couple making $258,000 a year are worried they are paying too much in investment fees as their retirement nears
Below you will find a real life case study of a couple who are looking for financial advice on how best to arrange their financial affairs. Their names and details have been changed to protect their identity. The Globe and Mail often seeks the advice of our VP, Wealth Advisor, Matthew Ardrey, to review and…
Read MoreThe Financial Media Can Be Harmful to Your Wealth
“Success in investing doesn’t correlate with I.Q…. Once you have ordinary intelligence, what you need is the temperament to control the urges that get other people into trouble in investing.” – Warren Buffet As Warren Buffet and countless other investment gurus have observed, one of the most important factors for being a successful investor is…
Read MoreQ4 TriDelta Investment Review – From Great to OK – Moving from 2017 to 2018
2017 – the year without a stock market correction The Ebola Virus, Greek Crisis, Debt Ceiling, Refugee Crisis, Global Warming, Brexit, Trump, North Korea…there is always something scary for the media to report and make us nervous. Usually, these headlines frighten investment markets. For some reason, 2017 didn’t see this. In many major markets, there…
Read MoreQ3 TriDelta Investment Review
How did Markets do? The 3rd Quarter report would have had a different feel if it was written in early September. At that point Bonds were down, Canadian stocks were down, and with a strong rise in the Canadian dollar, US stocks were down in Canadian dollar terms. Fortunately the quarter ended on September 30th,…
Read MoreProtecting Your Retirement Portfolio – in a Down Market
When I review the portfolio of a new client as part of their financial plan, they almost always have at least one of the following concerns on their mind. They ask how long can stocks continue to climb given it has been an eight year bull market or how can their portfolio earn any income…
Read MoreSeven ETFs to counter a Canadian portfolio bias (from the Globe and Mail)
Lorne Zeiler, VP, Portfolio Manager and Wealth Advisor at TriDelta Financial was interviewed by Joel Schlesinger of the Globe and Mail on how Canadian investors can use ETFs to reduce specific Canadian market risks in their portfolios. (Article printed on September 26, 2017). In the investing world, you can have too much of a good…
Read More