Hot Stock Observations: Getting Jiggy With Club Fed

 
 

If you have been investing heavily in stocks over the last 7+ years, you have probably been getting jiggy with it. If one were to try to describe the stock market during this period, they probably would say it has been one big street party in a neighbourhood that was ravaged by the financial market meltdown in 2008. Let's build on this narrative.

RRSP'S: Getting Past The Contribution Inertia

 
 

The financial services industry does a pretty good job of convincing us to open up RRSP accounts and contribute to them. Unfortunately the most critical part, making the ongoing investment decisions to grow our RRSP containers lacks the meaningful followup. A call to all investors to stop parking your money and start investing!

Hot Stock Observations: Stop Trying To Beat The Market!

 
 

This emphasis on beating the market has become entrenched especially within the financial services industry. For people managing other people’s money in products like mutual funds, pension funds and other types of managed portfolios, your investment pedigree and more importantly, your performance bonus is defined not only by if you have earned returns in excess of the market returns but also by how much, or the “alpha”. This pressure to beat the market has now trickled down to the masses. Investment products of many stripes are being cranked out with a marketing premise that their fund will outperform the market. This is insane and it has to stop.

Getting Started With Investment Coaching

 
 

In this video, we review the process for using our investment coaching services at Sage Investors. Investment coaching involves a three stage process involving identifying your risk tolerance and long term goals followed by a combination of learning modules and one-on-one coaching sessions that are geared toward increasing your financial literacy and to help you make better investment decisions.

Hot Stock Observations: Understanding the Players in Investing

 
 

There is a wealth of financial information, opinion, and research available online. Unfortunately most of it noise. Investors more than ever need to learn how to filter the noise, especially information that is put out there by individuals/institutions for consumption as their agendas may not be in alignment with yours. In this HSO I provide an example.

Video Quick Hits: The Income Statement

 

A quick overview of one of the most important financial statements that investors rely on.