How Investors Can Control Their Urgency Instinct

How Investors Can Control Their Urgency Instinct

As investors we face a constant barrage of information every day that triggers our urgency instinct. The urgency instinct makes us want to take immediate action in the face of a perceived imminent danger. This instinct must have served us well in the distant past. If...
How To Transfer Your RRSP To Wealthsimple

How To Transfer Your RRSP To Wealthsimple

A client asked me to send step-by-step instructions on how to transfer your RRSP to Wealthsimple. He’s moving his $145,000 portfolio from Primerica over to the robo-advisor platform to save on fees. My client’s existing “Asset Builder Fund”...
Solving The Home Bias In My Portfolio

Solving The Home Bias In My Portfolio

Canadian investors tend to suffer from home bias – a preference to hold more domestic stocks over foreign equities. This is actually true of investors in most countries, but it’s particularly troubling in Canada where our stock markets are highly concentrated in the...

Can Robo-Advisors Hold Up In A Downturn?

Robo-advisors have been around for several years now offering affordable online investing services with an element of human advice. In general, investors who use a robo-advisor get assigned to a pre-packaged portfolio of low-cost exchange-traded funds (ETFs) based on...

So You’ve Made Your RRSP Contribution: Now What?

It’s a classic mistake I’ve seen time and time again. You scramble to make an RRSP contribution before the deadline and give yourself a giant pat on the back. But wait a minute. You’re not done yet. Not if your RRSP contribution is just sitting idly in...

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