Cash Wedge - My Own Advisor

Financial Independence Update

Posted on November 22, 2023 by Mark | 37 Comments

Financial Independence Update Hey Folks! Hard to believe another year has almost gone by…time to provide this update: our financial independence update. I look forward to your comments…as always. Asset Accumulation vs. Asset Decumulation The path to wealth-building can take…

Weekend Reading – Covered Calls Edition

Posted on October 13, 2023 by Mark | 14 Comments

Weekend Reading – Covered Calls Edition Hey Folks! Welcome to a new Weekend Reading post: the covered calls edition. You can find some recent posts below before I get into my headline subject! Wow, are these really the costs to…

The Cash Wedge – Managing market volatility

Posted on October 11, 2023 by Mark | 56 Comments

If you want to withdraw income from your portfolio, how much do you take out and when? With the stock market up or down at any given time, how can you predict how the market will perform and how much…

Why would anyone own bonds now?

Posted on September 12, 2023 by Mark | 77 Comments

Why would anyone own bonds now? “Many investors have been saying for years that rates can only go up from here, rates can only go one direction, rates will eventually go up. Will they?” – My Own Advisor, September 2021.…

Lessons learned in diversification – reducing my Canadian home bias

Posted on August 23, 2023 by Mark | 84 Comments

Lessons learned in diversification – reducing my Canadian home bias Many financial advisors, analysts and investing gurus alike tout the merits of portfolio diversification. In this updated posted, you can read on about my recent lessons learned in diversification, including…

Weekend Reading – Worldwide recession coming edition

Posted on December 10, 2022 by Mark | 24 Comments

Weekend Reading – Worldwide recession coming edition Welcome to a new Weekend Reading post: that a worldwide recession is coming edition. You can check out other recent posts below: This recent Weekend Reading edition offered up some ideas and thoughts about…

September 2022 Dividend Income Update

Posted on October 11, 2022 by Mark | 14 Comments

September 2022 Dividend Income Update Hey Readers, Welcome to my September 2022 dividend income update. These are some of my favourite updates I make during the year! You can check out my previous income post here, where I highlighted a…

2022 Financial Goals – September Update

Posted on September 12, 2022 by Mark | 15 Comments

2022 Financial Goals – September Update Welcome to my latest update about our 2022 financial goals, this is my update for September. 2022 Financial Goals For any non-subscribers (yet!) to my site, here is a screenshot from our actual written…

May 2022 Dividend Income Update

Posted on June 6, 2022 by Mark | 26 Comments

May 2022 Dividend Income Update Ah yes, dividends vs. total return. The debate rages on. One that will never end. More on that in a bit! Recently, Rob Carrick in The Globe and Mail published an article entitled “It’s an…

Weekend Reading – All-Weather Portfolio edition

Posted on March 4, 2022 by Mark | 17 Comments

Weekend Reading – All-Weather Portfolio edition Welcome to a new Weekend Reading edition: my All-Weather Portfolio edition. Before that deeper dive, here are some other recent editions and past popular articles below: I’ve suggested more stock market volatility is on the…