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Smart Investing

Seven Smart Investing Principles for Everyone

Last fall, I obtained a copy of this document from PWL Capital entitled Seven Principles of Smart Investing.  After reading this through this white paper I reflected upon how we’re applying these principles. 1. Ignore ‘hot’ investment tips We do.  I ignore all financial tips from people who think they know where stocks or markets are headed.  They may pretend to know but they don’t. 2. Have a basic knowledge of investment vehicles I believe we do.  We use low-cost indexed Exchange Traded Funds (ETFs) and individual stocks ...
The Behaviour Gap

ADKAR – A Model for Financial Change Too

I’ve read something to the effect of the following when it comes to change: Change initiatives wouldn’t be so hard if we didn’t have people involved… How true. The ADKAR model is a popular change management framework because the concepts are easy for people to grasp and in doing so provide a good chance the people involved with change can implement it more successfully. My current organization has gravitated to various change management models over the years but I’m a big fan of this model based on its simplicity and broad application. ...
Stock Market Volatility

Crazy things people say about money

I’m not one to judge but every so often I’ll hear a comment about money that just makes me shake my head. I’m not even talking about people being misinformed; some of these statements I’ve heard are straight out crazy. “I want a risk free investment that returns 7%+” I get it, interest rates are low and you want a higher return on your savings, but I’m sorry no such investment exists. If you want a better return then you’ll have to take some risks, that’s just how investing works. If you ever come across a person promising ...
Stocks

Why buy individual stocks at all?

This was the question investing expert Larry Swedroe recently challenged investors in this article here.  I agree with most of what Larry says, hard to argue with the evidence and his expertise, but there is one thing I’m still not convinced on. Let’s review what Larry said and I’ll share my thoughts. Individual stock ownership provides both the hope of great returns (for example, if you were to early on discover the next Google) as well as the potential for disastrous results (you could end up with a significant holding in the next Lehman ...
Investing

Questions Investors Simply Don’t Ask Themselves

I was inspired by this article from Michael James on Money recently that answered a bunch of questions investors simply don’t ask themselves, listed on Ben Carlson’s site A Wealth of Common Sense.  Given Michael is a successful index investor and my investing approach is different from his I thought I’d take a stab at answering Ben’s questions and see what’s different and by how much.  Ben’s questions are in bold font, my answers follow.  Please hang with this post, it’s longer than most. What if I’m wrong? I’m quite confident ...

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