- My Own Advisor

Weekend Reading – Dividend hikes, tax deadlines, TFSAs and so much more

Posted on April 30, 2015 by Mark | 10 Comments

Weekend Reading – Dividend hikes, tax deadlines, TFSAs and so much more Welcome to some fine Weekend Reading friends! After some travel I’ve now turned my attention to staining our deck and working on our garden for spring. We hope…

Seven Smart Investing Principles for Everyone

Posted on April 26, 2015 by Mark | 19 Comments

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. …

March 2015 Dividend Income Update

Posted on April 20, 2015 by Mark | 18 Comments

Welcome to my latest dividend income update…better late than never. For those of you new to these posts on my site, every month I discuss my approach to investing using Canadian dividend paying stocks and some low-cost Exchange Traded Funds…

Weekend Reading – Retiree portfolios, DSCs, debt, BCE, financial acts and more

Posted on April 16, 2015 by Mark | 20 Comments

Welcome to another Weekend Reading edition friends. I started putting this edition together last night and then abandoned it, just before the big #SensvsHabs game where I watched P.K. Subban take batting practice to Mark Stone’s hands. I jumped off…

After the golden rule of personal finance follow these ones

Posted on April 14, 2015 by Mark | 31 Comments

Let’s be blunt, you can likely sum up personal finance into a few principles: Pay yourself first. Spend less than you make. You can add in “invest the difference” if you really want to. The golden rule of personal finance…

ADKAR – A Model for Financial Change Too

Posted on April 12, 2015 by Mark | 9 Comments

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® framework is a popular change management framework because the concepts…

Weekend Reading – Dividends, Freakonomics, California, retirement and more

Posted on April 9, 2015 by Mark | 13 Comments

Welcome to some fine Weekend Reading folks. In case you missed it, I shared some stocks for greedy dividend investors and I provided an update on our financial goals for 2015. I’m looking forward to the weekend that should include…

2015 Financial Goals – April Update

Posted on April 6, 2015 by Mark | 15 Comments

Over the last couple of years I’ve posted our financial goals on My Own Advisor. I do this because: I believe all goals should be clear and transparent, I believe all goals should be realistic, I believe all goals should…

Five Canadian stocks for greedy dividend investors

Posted on April 5, 2015 by Mark | 19 Comments

I get it. The oil industry has been hit hard in recent months and you’re fearful of oil and gas stocks. Maybe all stocks in general. It doesn’t have to be this way. There’s more to Canada’s economic engine that…

Long Weekend Reading – Spring cleaning, plans, tax refunds, fools and more

Posted on April 3, 2015 by Mark | 7 Comments

Welcome to a Long Weekend Reading edition here on My Own Advisor. Earlier this week I wrote about the Mental Side of Debt, discussing how liberating it will be for my wife and I to be debt-free in the next…