by Julia Chung | Jan 22, 2018 | Accountability, Big Picture, Investing, Personal Finance, Personal Financial Planning
Oh, January. The calendar New Year starts smack-dab in the middle of winter, and as much as we try to gear up and get excited about this first month, there’s something so exhausting about January. It’s cold. The bills from the holidays are rolling in. We had holidays...
by Sandi Martin | Dec 8, 2015 | Blog, Investing, Management Expense Ratio, Personal Finance
The point: Yes, your own bad investing behaviour costs you, but your advisor’s bad investing behaviour has the potential to cost you a lot more. First off: I’m not a portfolio manager or an investment advisor (or adviser, for what it’s worth). I was...
by Sandi Martin | Aug 20, 2015 | Blog, Investing, Personal Finance, Retirement Planning
I was recently part of a presentation for financial advisors, put on by someone whose work I respect (and who I imagine probably would not have said this if he had had more time to think about it). Just before the end, this came out of his mouth: Words I just heard!...
by Sandi Martin | May 12, 2015 | Blog, Investing, Personal Finance
I’ve been sitting on this post for a few weeks now, worrying that it’s too long, and the point I’m trying to make is going to be lost in all the words, so I’ll make it really simple for those of you who won’t get through 2000+ words: the...
by Sandi Martin | Nov 18, 2014 | Blog, Investing, Investment Fee Calculator, NestWealth, Online Investment Management, Personal Finance, ShareOwner Model Portfolios, Steadyhand, Wealth Management, WealthBar, Wealthsimple
Canadians wanting to manage their investments have up until now had three choices for their savings: Open up a self-directed brokerage account, pay the trading and account fees, and build a portfolio on your own with no advice from the brokerage. Go to the bank (or...
by Sandi Martin | Aug 26, 2014 | Because Money, Blog, Investing, Personal Finance
This month, we were delighted to welcome Michael Katchen of WealthSimple to the show to talk about what’s wrong with the asset management industry, how he and others like him plan to break it, and why regular Canadians who, for whatever reason, shouldn’t...
