B.C.-based couple Tina*, 38, and Brian, 37, are busy. They have three young children under the age of five, including a newborn. Still, they are trying to think long-term and…
invest
-
-
-
The stock market has recently reached a series of record highs, stirring both excitement and anxiety among investors. Some see new peaks as a sign that their investments are on…
-
Investment
When is the Best Time to Invest a Significant Lump Sum at the Start of 2026? – Investment Moats
Most people felt that they should do something at the turn of the year to “make things right”. Making wiser financial choices might be a very common one especially when…
-
Investment
If You Don’t Like to Own Expensive Stuff in Your Portfolio, Invest in Value-based Factor Funds Instead. – Investment Moats
in my article You Should Diversify Away from Tech if You are a Long Term Investor Confident that A.I will Improving Productivity, I shared how I am getting more indirect…
-
At 61, Julia* is happily retired, single and focused on embracing her next chapter. Specifically, after a year of renting, she wants to purchase her next home when her lease…
-
Investment
If You Fail to Invest in the Best Region, Sectors or Factors, How Bad Are Your Returns? – Investment Moats
I managed to have a few conversations this week that sort of involved investing. One of them is a friend who is an adviser at one of the big 3…
-
When it comes to investing, people naturally think of stocks first. After all, it is the growth of companies that drive wealth creation. But when there are geopolitical tensions or…
-
It’s been several months since we returned from Hawaii, and surprisingly, my FOMO about the AI tech boom has faded. Sure, I still don’t have a job paying me gobs…
-
Key Takeaways ARK Invest, led by Cathie Wood, bought Alibaba shares for the first time since 2021. Alibaba’s stock is up 97% year-to-date in 2025, reflecting a resurgence in Chinese…
