Choosing a stock while taking an investment decision depends upon your financial goals. Corporations issue different types of stocks, the basic two types being common stock and preferred stock. Another type of classification which is commonly used is to classify stocks as growth, value or blue chip stocks, amongst others. It is important to understand […]
Sometimes you spend sleepless nights worrying about which stocks to buy and which to sell, which funds to own and which to dump and whether to get into bonds.
All of these are legitimate concerns, but the greatest determinant of your success as an investor will not be your sagacity in selecting specific stocks, bonds or […]
Elicit Your Client’s Philanthropic Passion
No two clients are the same. In fact, some you may have a better
personal relationship with than others. In working with each
client, you feel them out and approach your interaction and
business style slightly different. That is a good thing. Yet,
your core services remain the same.
Assisting your clients with philanthropic […]
As my regular readers know, I am bearish on Tim Hortons. I think that the market is currently pricing them significantly higher than what I believe to be their intrinsic value. However, the fact that Tim Hortons is being priced so high, makes Wendy’s look very attractive given the 85% stake that they hold in […]
The Roth IRA is the simplest, easiest, most effective tax-free savings plan imaginable. Not only do your earnings accrue on a tax-free basis, but withdrawals are free of taxes as well.
If you’re confused about the myriad of retirement plans that you have to choose from, let me make it easy for you. The Roth IRA […]
Forex. For knowledgeable investors, or for the gunslinger-gambler type of investors, this is a familiar word that will probably bring either a smile or a scowl and not much in between the two. For everyone else Forex can sound like anything between a delivery service ripping off a more familiar name to a strange science […]