15 Questions to ask when Choosing a Financial Advisor
A good evaluation goes beyond a financial advisor’s performance and lets you get a sense of their processes, structure and the people helping you.
The 4 Criteria to Evaluate Financial Advice
What’s the marker or gauge to value financial advice? How do investors value the benefits they receive when working with a financial advisor or advisory firm?
Inflation, Interest Rates & Bond Returns with guest Sooyeon Mirda, CFA
We discuss interest rates, inflation, and great ways Canadian investors can approach the bond market with fixed income strategist Sooyeon Mirda of Dimensional Fund Advisors
Young Investors: Tips to Start Investing Early
Young investors have the opportunity to grow even more wealth thanks to compound interest and tax-advantaged investments while also gaining financial literacy skills from a young age.
Understanding Robo-Advisors – Pros, Cons & Dilemmas
Discover the efficiency and benefits of robo-advisors on this episode. Explore how technology shapes modern wealth management strategies.
Changing Investing for the Better with Gerry Rocchi
In this episode, Gerry, Ruben, and I talk about how ETFs came to be and how they developed into the revolutionary place they currently hold in the investment world.
Active vs Passive: Use SPIVA scorecards to make better decisions
Index-based investing offers a consistently better opportunity for you to meet your future financial goals, learn why!
History of the Indexing Revolution
Indexing isn’t a short-term fad. The indexing revolution started in the 1970s and completely changed the way we think about investing!
EBI – Principal #3: Choose Indexing to Implement Your Portfolio
We think the best way to achieving your financial goals is through index-based or passively managed asset class investment vehicles, learn why!
EBI – Principle #2: Diversify Your Asset Classes
It is critical to understand both the importance of diversification and why you should consider this strategy within your investment approach.
EBI – Principle #1: Invest in Asset Classes
There are 4 main principles of evidence-based investing every empowered investor needs to know, today we start with investing in asset classes
Winning Through Evidence-Based Investing
An evidence-based strategy is a scientific approach to investing where investment decisions are based on historic facts and research.