Invest in passively managed index funds, not actively managed mutual funds.

A constant theme of mine for individual investors.

Today, a short video courtesy of The Motley Fool.  (more…)

5 Common ETF Misconceptions

I like exchange traded funds (ETFs) versus open-ended mutual funds for most individuals.

ETFs provide many advantages for investors, especially those with limited capital.

But there are also aspects of ETFs that require attention.  (more…)

3 Essential Investment Rules

StreetAuthority looks at three essential investment rules of master investor, Peter Lynch.

Excellent investment advice for those wishing to invest in individual equities.

Unfortunately, I do not know any non-professional investors who could actually follow two of the three keys. Ah, the joys of investment advice. (more…)

Invest Better Than the Pros?

In “Want to Invest Like a Pro?” we looked at attributes of successful professional investors.

I definitely believe one can learn a lot by watching how the pros invest. Nevertheless, I stated that following the professionals was “maybe a good plan, maybe not.”

This example nicely sums up that statement. (more…)

Are Investors Driven to Trade?

I like a general buy and hold philosophy for investing. Find solid, well-diversfied, low-cost investments (i.e., passively managed index funds), acquire by dollar cost averaging, and only adjust holdings to reflect your target asset allocation over time.

But can investors follow this model?

Or are we hard-wired to be traders?  (more…)

How to Pick a Passive Fund

For most investors, I recommend a passive investment approach.

Exchange traded (ETFs) and open ended index mutual funds that focus on cost minimization and accurately matching relevant market returns.

There are a plethora of ETFs and mutual funds available for investors. So how do you choose the best fund?  (more…)

Knight Kiplinger, head of Kiplinger financial media, created a nice asset management video.

8 Keys to Financial Security is exactly that. Tips for protecting your assets and growing wealth.

As per usual, I add my two-cents to Mr. Kiplinger’s wealth management recommendations.  (more…)

Benjamin Graham Investing Principles

I mentioned Benjamin Graham in “Mistakes of Warren Buffett” and recommended his book, “The Intelligent Investor”.

Benjamin Graham mentored Warren Buffet and is considered the founder of value investing.

Today, a quick summary on Benjamin Graham and his three key principles for value investing. While they may not turn you into the next Warren Buffett, these investment tips will make you a better investor.  (more…)

Top Stock Picks for 2012

Everyone wants to know the best stocks to invest in for 2012.

I know I do.

So what are the top stock picks for next year?

I am just a single person tooling away in the tundra of Western Canada, so who am I to choose.

Instead, I shall bring you the absolutely best 10 stocks for 2012 courtesy of the professionals who do this for a living. As such, these 10 must be the top performing picks over the next 12 months.

No thanks needed. I am just trying to help you succeed in wealth creation.  (more…)

Vanguard Investment Funds

I like Vanguard investment funds for long term individual investors.

Especially investors who follow a passive management style.

As I am not directly or indirectly compensated in any way by Vanguard I recommend them based solely on their merits.

That is not to say that other funds are poorer choices. I recommend a wide variety depending on a client’s investment objectives, desires, and available offering in their home jurisdiction. I believe in a “best of breed” approach for clients, not what is best for my revenue. And within the “best of breed” options, Vanguard funds pop up with regularity.

Why is this so?   (more…)

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