There is an investment firm in Calgary called Mawer Investments and they are VERY good at what they do. The company’s slogan is ‘Be Boring. Make Money’ and that resonates with me at my core! Having been through a fair share of market dips in my 11ish year career, I LOVE boring (and you should too!). If you want to invest with ...

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๐ƒ๐ข๐ฌ๐œ๐ฅ๐š๐ข๐ฆ๐ž๐ซ:ย ๐ˆย ๐ฎ๐ฌ๐žย ๐ญ๐ก๐žย ๐ญ๐ž๐ซ๐ฆย โ€˜๐ง๐ž๐ซ๐โ€™ย ๐ซ๐ž๐ฌ๐ฉ๐ž๐œ๐ญ๐Ÿ๐ฎ๐ฅ๐ฅ๐ฒย ๐š๐ง๐ย ๐ž๐ง๐๐ž๐š๐ซ๐ข๐ง๐ ๐ฅ๐ฒย ๐จ๐ฎ๐ญย ๐จ๐Ÿย ๐š๐๐ฆ๐ข๐ซ๐š๐ญ๐ข๐จ๐ง.ย To hire a team of CFAs, MBAs, and even PhDโ€™s to manage your hard-earned retirement dollars, you need to only pay as little as 1% per year. I believe this is the wisest investment my clients could ever make.ย How you ask? By using mutual funds! Mutual funds are no longer those crusty, ineffective, and out-of-date behemoths that the 90โ€™s were plagued with. ...

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Guaranteed Investment Certificates (GICs) were wonderful investments back in the day.ย However, they now kind-of, sort-of suck forย ๐™ข๐™ค๐™จ๐™ฉย (not all) investors.ย  They are tied to interest rates, and – as you probably know if you have gotten a mortgage, bought a car, or taken out a home equity loan, rates are soooooo low right now!ย I have clients tell me stories about getting GICs with ...

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Whenever asked for a book recommendation, this is my go to. ๐‘ฐ ๐’“๐’†-๐’“๐’†๐’‚๐’… ๐’Š๐’• ๐’†๐’—๐’†๐’“๐’š 6 ๐’Ž๐’๐’๐’•๐’‰๐’” ๐’๐’“ ๐’”๐’ ๐’ƒ๐’†๐’„๐’‚๐’–๐’”๐’† ๐’Š๐’•’๐’” ๐’‹๐’–๐’”๐’• ๐’”๐’ ๐’…๐’‚๐’Ž๐’ ๐’ˆ๐’๐’๐’…! @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 Iโ€™ve ever read – he did his work and didnโ€™t rush it, ...

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Exchange Traded Funds (ETFs) get talked about a lot, so here is my cheater guide on what they are ๐Ÿ“ 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 make investment decisions on their behalf. ...

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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 โ€˜XYZโ€™. I disagree ๐Ÿง Here is why๐Ÿ’ก 1. ๐“๐ก๐ž๐ซ๐ž ๐š๐ซ๐ž ๐ ๐จ๐จ๐ ๐š๐ง๐ ๐›๐š๐ ๐Ÿ๐ฎ๐ง๐๐ฌ. Just like baseball teams, wine, and car seats โ€“ some are good, some are not. When you take some time picking the right ...

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