Yes! You can buy a Tesla, a swimming pool, or a collection of lawn figurines from the '80s online, why not life insurance?
We don't sell it online, but if you are comfortable doing everything electronically, I would recommend PolicyMe (www.policyme.com). I have never bought from them, but I...
The top 5 reasons why paying an advisor roughly 1% per year is worth it:
1 ๐๐ค๐ช ๐ฌ๐ค๐ฃ'๐ฉ ๐ข๐๐ ๐ ๐๐ช๐ข๐ ๐๐๐๐๐จ๐๐ค๐ฃ๐จ. When your rec hockey buddy tells you he's mortgaging his house to buy a penny stock or a cryptocurrency that you don't even understand, someone will be there to talk you down or at...
The ultimate ‘ode to adulting’ is having an up-to-date will. There is nothing less exciting, nor less-fun to talk about with your partner, than getting a will. But here’s the thing, 100% of clients that I talk to acknowledge that they NEED a will โผ
Here are 3 generally...
Whenever asked for a book recommendation, this is my go to.
๐ฐ ๐๐-๐๐๐๐ ๐๐ ๐๐๐๐๐ 6 ๐๐๐๐๐๐ ๐๐ ๐๐ ๐๐๐๐๐๐๐ ๐๐'๐ ๐๐๐๐ ๐๐ ๐ ๐๐๐ ๐๐๐๐ ! @jamesclear , the author, clearly put a lot of time and effort into this book, it is the most complete piece on a self improvement theory that I’ve ever...
*This is a post from 2019 warning about the risk of a recession on the horizon. The US Stock market is up almost 50% since then - FIFTY! I wrote this at the time because I was fielding questions about the imminent collapse. Here we are six waves of pandemic, world disorder and the Toronto...
Exchange Traded Funds (ETFs) get talked about a lot, so here is my cheater guide on what they are
An ETF is a group (portfolio) of stocks, bonds, funds or other investment tools. It is like a mutual fund in that sense, people pool their money together and have a wicked smart team of managers...
Stop trying to be rich by cutting your Netflix, go make more money.
Seriously. You can 'save' your way into a lifestyle that you don’t want, or you can just work harder, smarter, or do something different.
Gross oversimplification of a very complex situation? Yes! But hear me out...
...
Mutual funds get a bad rep! Commercials tell you that their fees are crazy high, their performance sucks, and you can do it better with ‘XYZ’. I disagree
Here is why
1. ๐๐ก๐๐ซ๐ ๐๐ซ๐ ๐ ๐จ๐จ๐ ๐๐ง๐ ๐๐๐ ๐๐ฎ๐ง๐๐ฌ. Just like baseball teams, wine, and car seats – some are good, some are...
You don't need to pay an advisor to help you invest if:
YOU ARE WICKED SMART! 3 people in my life come to mind, I don’t bother considering them ‘prospects’ because they're 10x smarter than I am. I go to them with my questions about the market! Ha!
YOU ARE A PASSIVE...
Name something else that you pay for just to hope and pray never to use it. Paying insurance premiums for anything stinks. Period.
But you know what stinks more?
สแดแดส แดษชแด ๊ฑ ษดแดแด สแดษชษดษข แดสสแด แดแด แดแดส ๊ฐแดส แดแดสสแดษขแด ษช๊ฐ สแดแด แดสแด ษขแดษดแด.
สแดแดส ๊ฐแดแดษชสส สแดแด ษชษดษข แดแด แดแดแด แด แดส แด แดแดกษด ๊ฑษชแดขแด สแดแดแดแด๊ฑแด แดสแดส แดแดษด’แด...
Every single mutual fund that I like, that my clients are invested in, that my family’s money is invested in is boring. สแดสสสสสสษชษดษข! I love boring, it gets me up in the morning. Let me explain…
๐ฟ๐๐๐๐๐ ๐๐๐'๐ ๐๐๐๐๐: Don’t chase your crush, fastballs high in the zone, or...
(๐๐ป๐๐๐ถ๐บ๐ฒ ๐๐ฒ ๐ฐ๐ฎ๐ป ๐ถ๐ป๐ฐ๐ผ๐ฟ๐ฝ๐ผ๐ฟ๐ฎ๐๐ฒ ๐ฎ ๐๐ฟ๐ฎ๐ธ๐ฒ ๐น๐๐ฟ๐ถ๐ฐ, ๐๐ฒ ๐ฑ๐ผ!)
Regardless of your age, your financial future is (reasonably) predictable. Your net worth is your financial scorecard. Having a high net worth does not make you a better person, nor necessarily does it mean you are happier, but it is a good...
