Insight

Three Keys to Portfolio Success

Warren Buffett’s maxim on investing is often quoted. “Rule Number 1: Never lose money. Rule Number 2: Never forget Rule Number 1.” Like most such statements there is wisdom there, but it doesn’t tell the full story. All investors will see declines in the value of their investments from time to time. It is important

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Risky Business

It’s been a strange year for investors so far. Strong markets after the New Year were followed by a precipitous drop on COVID fears in February and March which was then followed by a confident recovery to new highs by August. The anticipated second wave of COVID infections seems to now be upon us and

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Precision Decisions

Decisions, Decisions The first thing a student of investing learns is to “buy low and sell high”. In other words, find a stock that you think will increase in price and sell it when it does. This is the conventional wisdom because the stock market is widely seen as a trading facility – a place

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Comparing Apples to Orchards

To determine the best way to protect your wealth, it is helpful to understand the difference between money and wealth. Money is a medium of exchange. That means that someone who has money can exchange it for a product or service at a determinable rate — its price. A dollar has no value in and

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Thinking Charitably

The fourth quarter of the year appears to be the most popular time for people to make charitable donations. U.S. studies have indicated that over a third of all donations are made in the fourth quarter with about half of that being done in December. It’s not clear whether that’s because people feel more generous

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Things That Go Bump in the Night

With the Halloween season upon us, thoughts of ghosts, gremlins and things that go bump in the night can keep young revellers from sleeping. For some adults, it’s anxiety about their investments’ performance that could ruin a good night’s sleep. If you worry about your portfolio experiencing a sharp decline in value, you’re not alone.

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