Posted on 16 February 2011.
Time for a Portfolio Health Check?
Just as regular maintenance and attention keeps your health on track, so too will it keep the health of your investment portfolio on track. Many investors put great effort into building an appropriate portfolio initially, but put off the necessary regular maintenance. Read the full story
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Posted on 21 December 2009.
Top mistakes and suggested solutions from the CFA (Chartered Financial Analyst) Institute may help you avoid repeating history!
By Heather Holden, PhD, Wealth Advisor, ScotiaMcLeod
Have you ever made one of the following mistakes? Could it be that you continue to repeat your mistakes? The following summary of top mistakes and suggested solutions from the CFA (Chartered Financial Analyst) Institute may help you avoid repeating history! Read the full story
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Posted on 16 November 2009.
By Heather Holden, PhD The Afro News Vancouver
University tuition has been increasing by more than the rate of inflation, according to the Statistics Canada’s report, The Daily (October 9, 2008). Add to that the trend of decreasing government funding, and the high cost of post secondary education will become even more of a barrier to entry. You have a number of options to consider if you’re starting to plan for the future education of the children in your life. Financial aid and scholarships are certainly an option for many, but they cannot be counted on to cover the full costs. And although Canadian students can apply for government student loans, not everyone qualifies. Read the full story
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Posted on 01 October 2009.
Keeping your Principles AND Principal when Investing
Being socially responsible in life is different for everyone—for some it means speaking publicly at City Hall to hold elected officials accountable; for others it means going to church every week; and for others it means taking responsibility for their own health so as not to be a burden on the health care system.
Socially responsible investing is just as broadly defined and worthy of your attention, but not necessarily in the traditional ways – and this makes it a lot easier to also make money!
While a trusted mentor has insisted to me that the best way to invest responsibly is through flexing your consumer muscle when choosing what products to consume, I still take great pleasure in researching and debating the existence of a line between responsible and irresponsible investing.
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