May 26, 20214 minWhy You Should Be Cautious of Investments Promising MUCH MORE Than 10% (especially without context)Recently I was confronted by a prospect who basically mocked me, saying that my benchmark of 8% was too low and he could get better...
May 19, 20217 minA (Very) Small Peek Into Money Maverick's Personal Portfolio - The Problem with FIRE Pundits I had a very enjoyable talk with a client recently. She wanted to pursue FIRE [Financial Independence Retire Early - the art of having...
May 5, 20216 minAll My Participating Policies Are DROPPING THEIR BONUSES: Why? [RBC2 and solutions] MAYBE only older people would have noticed - especially the ones who frequent banks, but they could probably see that their policies have...
Apr 18, 20218 minWhich Level Of The 10 Levels of Investing Are You At? Consider An Investment Specialist.Otherwise known as: a) Why Someone Who Has Investment Experience Should Still Consider Using a Financial Consultant, or b) How I made my...