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.
The Bank of Canada lowered interest rates again. What does that mean? What are the impacts of lower or falling interest rates on the economy and stock prices?Read More
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.
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.
The stock market is taking a beating. Some words of encouragement on why it's OK.
Who would have thought that a game I love to play and watch can offer so many nuggets of wisdom that can enable us to become better investors. The secret? Get the ball over the net and don't try to copy or play like the professionals!
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.
A quick overview of the balance sheet, one of the core financial statements utilized to analyze and evaluate the financial performance of a company.
Stocks have been on quite a run the past 5 years. Why have stocks gone up so much and what does the future hold for stock prices? Here's a quick synopsis.
A hot stock opinion about a strategy that gets a lot of chatter especially in a bull market and that is borrowing to invest.
Our first HSO (Hot Stock Observation) talks about an article that explores using Dividend ETF's as an investment strategy to protect your portfolio in a bull market that appears to be long in the tooth.