too many mutual funds

Every so often friends or co-workers ask me to review their investment portfolios. They ask because they’re not happy with their returns, and seem to believe that I can provide some kind of commentary. I always remind them that I’m not an expert, nor am I licensed to advise them, but I’m happy to give…

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index funds for beginners

Often I’m asked by people what they should they invest in and I always have the same answer; Purchasing index funds and following the Canadian couch potato strategy (CCP) which was made famous by Dan B of is the easiest way to grow your wealth with minimal involvement. The couch potato strategy does require some…

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A while back I wrote Signs your advisor doesn’t know anything.  This was a controversial post as some of the things I brought up didn’t sit well for some readers, but I will say this; the same points that I brought up is ultimately what helped me avoid paying deferred sales charges (DSC). This is not…

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