Archive for July 2025
Let’s Not Turn Our Kids Into Mini Warren Buffetts (Just Yet)
Lately I’ve been noticing a familiar pattern among parents: they want to get their kids investing early. Like, really early. The dream is to harness the power of compound interest so little Kale or Kyla can coast into early retirement before they’re even out of high school. Look, I get it. Starting early is great.…
Read MoreWhy We Stopped Saving So Much and Started Living
One lesson I’ve learned from my retired clients is that it’s human nature to feel anxious about spending money – especially when the paycheque stops and you’re drawing down your own savings and investments. After decades of watching account balances go up, it’s deeply uncomfortable to watch them go the other way. It just doesn’t…
Read MoreShould You Take a Flyer on a Penny Stock?
Every now and then, I get a note from a reader whose spouse or friend has gotten excited about a stock tip. Usually, it comes with a backstory: someone they know bought a few thousand shares of a penny stock and now claims to be sitting on a massive gain. Naturally, the question that follows…
Read MoreWeekend Reading: Mid-Year Market Update
Exactly three months ago my Weekend Reading update was all about staying the course amidst a big stock market sell-off. I got into it with a bearish reader in the comment section who labelled my advice too naive as Trump set fire to long-standing alliances and global trade. Well, well, well, how the turntables… Zooming…
Read MoreNet Worth Update: 2025 Mid-Year Review
Happy Canada Day! It has been an absolute rollercoaster of a year so far. Canadian and US stocks started the year hot before plunging by 13% and 20% respectively from the end of January to the beginning of April. Now we’re back to all-time highs again as global stocks have soared by 20% since April.…
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