Time To Check In On Your Financial Plan

Time To Check In On Your Financial Plan

I quit my full-time job in December 2019, three months before a global pandemic shut down the world. I watched my investments fall by 34% in the sharpest and most rapid market decline in history. I cancelled two European vacations. While I did get a three-month head start on the whole work-from-home thing, my routine…

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Weekend Reading: Update From Italy Edition

Florence

Buongiorno! We’ve spent two glorious weeks in Italy, arriving first in Rome before moving on to Florence and Venice. Three very different, yet equally amazing cities! I loved the history of Rome. We toured the Colosseum, the Roman Forum, and the Vatican, ran through Circus Maximus and along the Tiber, tossed a coin into Trevi…

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Weekend Reading: Stocks Vs. Real Estate Edition

Weekend Reading_ Stocks Vs. Real Estate Edition

A good percentage of Canadians would prefer to invest in real estate (either through their primary residence or by purchasing an investment property) instead of investing in the stock market. There’s even a perception that real estate is less risky than stocks. Couple that with massive gains in house prices across the country and it’s…

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Weekend Reading: Building A Diversified Portfolio Edition

Weekend Reading: Building A Diversified Portfolio Edition

Nobel Prize winner Harry Markowitz famously said that “diversification is the only free lunch in investing.” For investors, that means diversifying their portfolio across different asset classes, different sectors, and different geographies. The goal is to reduce risk without sacrificing return. Sounds easy, right? Investing can be simple, but it isn’t always easy. Think about…

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Weekend Reading: Another Money Bag Edition

Weekend Reading: Another Money Bag Edition

Welcome to another edition of Weekend Reading. I continue to get dozens of emails from readers every week and I’m pleased to share some of those questions and answers with the broader community so we can all learn from each other. Today, we’ll look at investing FOMO and regret, where to park your cash savings,…

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Weekend Reading: Money Like You Mean It Edition

Weekend Reading: Money Like You Mean It Edition

Erica Alini quickly became one of my favourite personal finance writers when she joined Global News as a national money and consumer reporter. Her columns and Money123 newsletter tackle a breadth of financial topics and are must-reads each week. That’s why I was excited when I heard that Erica planned to write a book. I…

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Weekend Reading: 2022 Financial Goals Edition

Weekend Reading: 2022 Financial Goals Edition

Yes, I know it’s not even December yet but I’m going “that guy” – the first to share his 2022 financial goals. First, a quick trip down memory lane. I’ll never forget attending a ceremony to be recognized for 10 years of service at the University along with dozens of other employees receiving awards for…

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Weekend Reading: Back From Boston Edition

Back From Boston Edition

My wife and I travelled to Boston last week and spent four nights in this amazing and historic city. We had a great time, but it felt strange to travel outside of Canada for the first time in almost two years. We had a lot of anxiety about the requirements for leaving and entering Canada,…

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Weekend Reading: Reboot Your Portfolio Edition

Weekend Reading: Reboot Your Portfolio Edition

Reboot Your Portfolio: 9 Steps to Successful Investing with ETFs is a new book written by Canadian Couch Potato blogger and PWL Capital portfolio manager Dan Bortolotti. Simply put, this book is the definitive guide to building an index investing portfolio today, brought to you by the author who is synonymous with this low cost,…

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