Video: The Canadian Family Offices Real Estate Panel - Canadian Family Offices
Full video and transcript of this Canadian Family Offices panel session| Canadian Family Offices
Best practices to help advisors persuade both sides to meet in the middle—or just meet The post Six topics that generate the most friction between founders and the next gen appeared first on Canadian Family Offices.| Canadian Family Offices
Chile is in many ways a southern-hemisphere mirror of California, and its wines offer top-notch value, says Master Sommelier John Szabo The post Szabo on wine: Missing Californians? Chile is the place to look appeared first on Canadian Family Offices.| Canadian Family Offices
Full video and transcript of this Canadian Family Offices panel session| Canadian Family Offices
The hard part of investing, why we do stupid things money, the market hates hubris, the benefits of base rates, and more weekend reads.| Novel Investor
| Forbes Advisor INDIA
Do you want a penny doubled for 30 days or $1 million now? Discover the true power of compound interest and the effects it can have on your investment!| Radical FIRE
International and emerging market stocks underperformed U.S. stocks over the past 15 years. It wasn’t consistent every year. In fact, international led in three of those 15 years while emerging markets led in four. Still, it wasn’t enough to outpace the U.S. So far, this year has been another exception. Through nine months, both international […]| Novel Investor
Quote for the Week The first thing you need to understand is that bubbles can only come when all the stars align: The economy’s got to be good; the outlook has got to be good. New technological changes are going on. As far as the eye can see, there’s only prosperity. Only in that kind […]| Novel Investor
The asset class, sector, international, and emerging markets quilts are up to date through the third quarter of 2025. You can find updated interactive versions of each here: You can also download copies here or grab the images below. The usual dive into the quarterly and monthly returns on the year will be posted next week.| Novel Investor
Quote for the Week While all the chatter and excitement is taking place about big stocks, big gains, and “three-baggers,” long-term investment success really depends on not losing — not taking major losses. We all know that a 50 percent loss requires a double the next time up just to get even, but still we […]| Novel Investor
Every bull market produces a small percentage of people that get rich quick. They pick that one stock that goes to the moon or hit a lucky streak that never seems to end. They’re celebrated. Stories are written as if to suggest, “If they can do, maybe you can do it too.” It feeds hope. […]| Novel Investor
Chasing the crowd, the rarity of bubbles, an investing lesson from golf, the benefit of boredom, and more weekend reads.| Novel Investor
I’ve been working on an article all week, but I didn’t get it ready in time to publish. It could easily be a 20+ page research paper or a longer book. Instead of that, you’ll have to suffer through an article that’s actually relevant to what this website is about. Over the last 20 years, […] The post The Biggest Market Bubble in 50+ Years appeared first on Lazy Man and Money.| Lazy Man and Money
With the recent U.S. government shutdown, you may have questions about its potential impact on markets. This marks the 22nd shutdown since 1976, with durations varying from a single day […] The post Government Shutdown: Potential Market Impact appeared first on Capstone Wealth Partners.| Capstone Wealth Partners
During your working years, contributing to tax-deferred retirement accounts (401(k), 403(b), traditional IRA, SEP IRA, SIMPLE IRA) provided the benefit of not paying income taxes. This allowed for more of your money to grow through compounding. But you cannot indefinitely defer paying taxes, which is where required minimum distributions (RMDs) come into ... Read more. The post How can I reduce my taxes when taking required minimum distributions? appeared first on Grand Life Financial.| Grand Life Financial
The typical response you would expect to hear from a financial planner is ‘absolutely’. However, depending upon your circumstances, a more traditional type of retirement plan may not be optimal. For instance, if you plan to sell your business in the future, it may make more sense to reinvest in your business ... Read more. The post Do small business owners need their own retirement plan? appeared first on Grand Life Financial.| Grand Life Financial
If it's within the next three years, probably not. The stock market is generally better when you can keep your money invested for at least five years. But you can certainly use short-term vehicles like high yield savings accounts, certificates of deposit, U.S. Treasury bills, and money market accounts that are interest-bearing with extremely ... Read more. The post Should I invest my money in the stock market now or wait? appeared first on Grand Life Financial.| Grand Life Financial
There is a striking column in the FT from Adam Tooze, the incredibly prolific Chartbook author , which as I see it boils down to this: prolonged stagnation has thrown the UK into a desperate positi…| Freethinking Economist
When planning for retirement, most people concentrate on how much to save and how to invest for growth. Both are critical, but they only tell part of the story. The true measure of retirement success isn’t the size of your account; it’s how much you can actually spend each year without running out of money. […] The post Keeping More of What You’ve Saved: The Power of Asset Location appeared first on Retirement Researcher.| Retirement Researcher
Based on user data from Sharesight, here are the brokers Australians favoured the most in FY24/25.| Australian FinTech
AlphaQuark will incorporate LENSELL’s cutting-edge portfolio analysis and optimisation features directly into its platform.| Australian FinTech
ASX-listed Stakk Ltd has secured a $15 million equity placement from a prominent group of international and domestic institutional investors.| Australian FinTech
Is Wall Street’s golden ratio, the 60/40 division of portfolios between stocks and bonds, losing its luster? The post Running the Numbers: Will 60/40 Split of Stocks, Bonds Still Yield Retirement Security? appeared first on The Daily Upside.| The Daily Upside
Getting rewarded by the market for the risks you take can be life-changing, but a diversified portfolio is more reliable.| The Finance Buff
Millennials (those born between 1981 and 1996) have faced a unique set of financial challenges: rising student debt, soaring housing costs, stagnant wages, and the aftershocks of multiple economic downturns. Yet, many of the most common money mistakes millennials make are avoidable with a little awareness and planning. Here are the biggest pitfalls to watch […] The post Worst Money Mistakes Millennials Make appeared first on SavingK.| SavingK
Table of Contents Top 10 Monthly Dividend Stocks by Yield What Are Monthly Dividend Stocks? How Does Dividend Investing Work? Types of Monthly Dividend Stocks Ways to Evaluate Monthly Dividend Stocks Pros and Cons of Investing in Monthly Dividend Stocks Things to Avoid When Investing in Monthly Dividend Stocks FAQ While most dividend-paying stocks do […] The post 10 Top Monthly Dividend Stocks for October 2025 appeared first on SoFi.| SoFi
Table of Contents 10 Tips for Long-Term Investing What Is Long-Term Investing? Why Is Long-Term Investing Important? Investing With SoFi FAQ Investing for the long term is a time-honored way to help manage certain market risks so you can reach financial goals, like saving for a downpayment on a house and retirement. When it comes […] The post 10 Tips for Investing Long Term appeared first on SoFi.| SoFi
In Q2, Snowflake beat expectations and raised guidance. The stock is up 49% and may go up if customers buy its AI services that let users ask questions of their data.| Peter Cohan
Arvind Krishna has revived meaningful innovation at IBM and the stock has risen 159% since he took over. Higher hopes for quantum computing could boost the stock.| Peter Cohan
Nvidia stock is up more than 1,100% since the end of 2022. Does Its $100 billion investment in OpenAI rhyme with Cisco's vendor financing debacle during the dot-com boom?| Peter Cohan
Figma stock is down 60% from its August peak and is still priced for perfection. With growth to slow to 33%, the company's price-to-sales ratio of 31 appears too high.| Forbes
Once in drawdown there is a strategy called draining the SIPP which optimises tax efficiency over many years by fully utilising annual tax allowances that would otherwise expire. You can see the details of the approach here, but basic idea is to move investments from the restrictive SIPP wrapper to ISA where they can be […]| uncountable thoughts
Bitcoin has broken through $125,000 for the first time and deVere Group CEO Nigel Green predicts the cryptocurrency will climb to $150,000 before the end of the year.| Australian FinTech
Clay is joined by Derek Pilecki to discuss the current market conditions and the investment opportunities he’s finding in today’s chaotic environment. LISTEN NOW The post TIP758: Current Market Conditions & Investment Opportunities w/ Derek Pilecki appeared first on The Investor's Podcast Network.| The Investor's Podcast Network
Cern Basher joins to reveal why Tesla is more than an automaker. From Robotaxis to humanoid robots, we explore its AI edge, economic impact, and what Wall Street keeps missing. LISTEN NOW The post TECH003: Elon Musk’s Tesla Robotaxi, Optimus, and More w/ Cern Basher appeared first on The Investor's Podcast Network.| The Investor's Podcast Network
Crypto IRAs sound exciting. The pitch is simple: put Bitcoin, Ethereum, or Solana in your retirement account, or for the meme coin crowd, maybe even Doge, let it grow, and retire rich. But from a financial planning perspective, it’s not that straightforward. Before putting your savings into a Crypto IRA, it’s worth it to take a step back and ask: In this article, I’ll break down how Crypto IRAs actually work, when they might make sense, and the red flags to watch for before you invest. ...| The Ways To Wealth
Global X ETFs has expanded its “Growth at a Reasonable Price” (GARP) suite with the launch of the Global X S&P Australia GARP ETF (ASX: GRPA).| Australian FinTech
Table of Contents Understanding Each Section of a Financial Statement Financial Statement Ratios and Calculations FAQ A company’s financial statements are like a report card that tells investors how much money a company has made, what it spends on, and how much money it currently has. Knowing how to read a financial statement and understand […] The post How to Read Financial Statements: The Basics appeared first on SoFi.| SoFi
If you're a dividend investor, consider avoiding AQN and picking this utility income ETF instead. The post Is Algonquin a Good Dividend Stock to Buy? appeared first on The Motley Fool Canada.| The Motley Fool Canada
Want peace of mind from your portfolio? These picks help ensure your dividends are safe and income keeps growing. The post Wake Up Every Morning Knowing Your Dividends Are Safe With These Stocks appeared first on The Motley Fool Canada.| The Motley Fool Canada
This ETF is purposely built to capture Canada's best dividend paying stocks. The post A Dividend Champion Every Canadian Needs in Their TFSA appeared first on The Motley Fool Canada.| The Motley Fool Canada
The TSX is at a record high! Discover why investing at all-time highs remains smart and the three strategies to do it confidently in today's market. The post The Best Ways to Invest With the TSX at All-Time Highs appeared first on The Motley Fool Canada.| The Motley Fool Canada
These TSX listed funds pay dividends on a monthly basis. The post TFSA Cash Machine: 2 Monthly Payers You’ll Want to Own in 2025 and Beyond appeared first on The Motley Fool Canada.| The Motley Fool Canada
Fortis (TSX:FTS) stands out as a great stock to buy and hold for many years in a risk-off TFSA. The post Where Will Fortis Be in 5 Years? appeared first on The Motley Fool Canada.| The Motley Fool Canada
Lundin Mining stock is climbing fast. Discover what’s driving the surge – and why investors are paying close attention. The post Why Lundin Mining Stock Is up 20% in 1 Week appeared first on The Motley Fool Canada.| The Motley Fool Canada
These TSX stocks can turn dividends into paydays, supplementing your income and helping you fund your financial goals. The post Turn Dividends Into Paydays: 3 Top TSX Stocks for Reliable Monthly Income appeared first on The Motley Fool Canada.| The Motley Fool Canada
Here are two Canadian AI stocks that should help you generate outsized returns over the next 12 months and beyond. The post 2 of the Best Canadian AI Companies to Invest In appeared first on The Motley Fool Canada.| The Motley Fool Canada
BRP (TSX:DOO) stock is up more than 100% in the past four months! Here's why the stock has been soaring in recent days.| The Motley Fool Canada
Australia has no shortage of wealth creation spruikers. They “sell the dream” in online and face-to-face seminars, while enthusiastically talking up winning investment strategies featuring unending […] The post SELLING THE DREAM – TIPS FOR SENSIBLE PROPERTY INVESTORS appeared first on ADF Financial Services Consumer Centre.| ADF Financial Services Consumer Centre
Cloud-based insurance software-as-a-service company JAVLN has secured a $6 million capital investment.| Australian FinTech
History suggests bitcoin and crypto often rally in October and November. Here’s what crypto investors should know before year-end. The post Could bitcoin and crypto be headed for an end-of-year rally? appeared first on MoneySense.| MoneySense
The state of the U.S. equity market has advisors and Retirement Club members downgrading their outlook for stock returns. Here's where recent retirees should consider putting their money. The post Why retirement planners are getting defensive appeared first on MoneySense.| MoneySense
Total Australian gold ETF flows now sits at $819 million, which is on track to smash the record set in 2020.| Australian FinTech
Table of Contents What Is Book Value Per Share? Book Value Per Share vs Market Value Per Share What Does Book Value Per Share Tell You? How to Calculate Book Value Per Share Example of Book Value Per Share How to Increase Book Value Per Share FAQ Unlike market capitalization, which measures a company’s total […] The post What Is Book Value Per Share (BVPS)? appeared first on SoFi.| SoFi
Table of Contents What Is the Payback Period? How to Calculate the Payback Period Payback Period Formula (Averaging Method) Payback Formula (Subtraction Method) Benefits of Using the Payback Period Downsides of Using the Payback Period When Would an Investor Use the Payback Period? FAQ The payback period is when an investment generates enough cashflow or […] The post Payback Period: Formula and Calculation Examples appeared first on SoFi.| SoFi
In this Fidelity review, we’ll cover their research tool, active trader pro platform, mobile app, pros and cons, pricing, and customer reviews. We will look at all the different aspects of using this broker to trade and how to open an account with them. Fidelity is a good investment broker for beginners. They are a very […]| Bullish Bears
You may not have heard of Jonathan Clements. He wasn’t a fund manager or a market guru. He was a journalist who tried to make sense of money in a way that felt real, not intimidating. Between 1994 and 2008, Clements wrote more than a thousand columns for The Wall Street Journal. Later, he started […] The post Money Is Simple. Why Do We Make It Complicated? appeared first on Safal Niveshak.| Safal Niveshak
Two Books. One Purpose. A Better Life. 🎁 Now Available At Special Prices! I am writing this series of letters on the art of investing, addressed to a young investor, with the aim to provide timeless wisdom and practical advice that helped me when I was starting out. My goal is to help young investors navigate […] The post Letter to A Young Investor #15: Are You a Stock or a Bond? appeared first on Safal Niveshak.| Safal Niveshak
Big themes for this week include the Fed’s recent 25 bps rate cut, if rate cuts or rate hikes are more bullish and whether the small cap breakout is finally here. The post The Week in Charts (9/19/25) appeared first on Creative Planning.| Creative Planning
Key Takeaways 6 Tips to Help Preserve and Grow the Value of Your Investments Inflation has been in the news a lot lately. The high inflation rates of the last several years have significantly eroded Americans’ purchasing power on a variety of goods and services. While inflation puts a strain on short-term spending and saving, it can ... Read more The post Portfolio Strategies to Evaluate When Addressing Inflation Risk appeared first on Creative Planning.| Creative Planning
Big themes for this week include the return of "easy money," the Fed rate cut widely expected next week and a cooling labor market.| Creative Planning
An exclusive excerpt from Every Screen On The Planet reveals how the social media app’s powerful recommendation engine was shaped by a bunch of ordinary, twentysomething curators—including a guy named Jorge. The post The humble origins of TikTok’s almighty algorithm appeared first on Forbes Australia.| Forbes Australia
The exact lineup of investors is still under wraps but the network of players is in some cases nearly half a century in the making. The post The web of billionaire pals taking control of TikTok in the US appeared first on Forbes Australia.| Forbes Australia
The number of ultra-wealthy crypto individuals is rising sharply, thanks in large part to the surge in Bitcoin, a new report from Henley & Partners has revealed. The post Crypto boom creates 69,000 new millionaires in the past 12 months appeared first on Forbes Australia.| Forbes Australia
Elon Musk hypes the AI-enabled system, and getting more people to buy it is key to his new Tesla pay package. But does it work?| Forbes Australia
This week, German crowdfunding platforms Zinsbaustein.de and Wiwin announced a full merger. Earlier this year, they already collaborated, but now the merge is official. They want to combine their expertise in real estate and sustainable investing. This is not the first merger of crowdfunding platforms. In fact, ever since the… The post German platforms Zinsbaustein and Wiwin merge appeared first on Investment Platforms.| Investment Platforms
European lending platform Bondora has released its financial results for 2024. The company reached a major milestone during the year. Since its launch in 2008, it has invested more than one billion euros. Bondora is one of Europe’s oldest and largest peer-to-peer lending platforms. It is based in Estonia and… The post Bondora Group reached milestone of 1 billion euros in 2024 appeared first on Investment Platforms.| Investment Platforms
Are you stuck with cash? A TFSA mix of Fortis, TD, and Canadian Natural buys stable dividends, bank growth, and oil upside with low stress.| The Motley Fool Canada
By David Enna, Tipswatch.com One day after the Federal Reserve acted to lower short-term interest rates, the Treasury’s offering of $19 billion in a reopened 10-year Treasury Inflation-Protected Security — CUSIP 91282CNS6 — drew surprisingly weak demand from investors. The … Continue reading →| Treasury Inflation-Protected Securities
Are we entering an era of lower real returns? By David Enna, Tipswatch.com The U.S. Treasury on Thursday will auction $19 billion in a reopened 10-year TIPS, CUSIP 91282CNS6. This will be a notable auction because the real yield to … Continue reading →| Treasury Inflation-Protected Securities
Annual all-items inflation rose to 2.9%, the highest level since January By David Enna, Tipswatch.com In what could be a crucially important report, the Bureau of Labor Statistics reported today th…| Treasury Inflation-Protected Securities
Hello everyone, welcome to another month of dividend income update. We have been doing these monthly dividend income updates since the birth of this blog. We do these updates to chronicle our financial independence journey. ... Read more| Tawcan
The financial independence retire early (FIRE) community is a very supportive and tight-knit one. Because the community is made up of folks who have different| Tawcan
Steve Mandel shares investing insights on sustainable alpha, analyst excellence, and Lone Pine’s model for leadership and culture. The post Investing Lessons from Steve Mandel | Joys of Compounding with Rick Buhrman and Paul Buser appeared first on Podcast Notes.| Podcast Notes
'Number go up' and 'to the moon' are often the arguments Bitcoin HODLers present when they don't truly understand the thesis of their investment. While there's truth in their relentless and slightly annoying mantras, it's nice to hear someone like Brad Costanzo, founder and CEO of Accelerated Intelligence, present data on how Bitcoin is reshaping the foundation of global macroeconomics. Even those who haven’t invested outside mutual funds or a 401k will be able to grasp its value propositio...| Podcast Notes
The Fraser Institute released their latest report on the Economic Freedom of the World today, measuring economic policy in all countries as of 2023. They made this excellent Rosling-style graphic t…| Economist Writing Every Day
Calculating how much you need to retire is based on personal factors like how much you’ve saved, your Social Security, and your lifestyle. Learn more.| SoFi
Are the drivers behind nearly 30 good years still present? Keith McLean takes a hard look at a favoured asset class The post Echoes of crises past: A golden future for real estate investment is far from a given appeared first on Canadian Family Offices.| Canadian Family Offices
Commonly available AI tools are not a replacement for human expertise. But they can be ‘a speedy complement’ The post How three family offices use ‘shadow AI’ to manage complexity appeared first on Canadian Family Offices.| Canadian Family Offices
Real estate investment trusts are popular vehicles for family office investment. Christopher Foster of Foster & Associates shares his perspective on how to do it right. The post A few pro tips for investing in REITs appeared first on Canadian Family Offices.| Canadian Family Offices
Today’s stock market reminds me of 2011. Back then, the S&P 500 was still recovering much of what it lost in the 2008 crash. By 2009 it had dropped roughly 50% at its worst. Then it slowly started climbing. All the while, many investors were […]| Darius Foroux
While most automakers are scrambling to handle changing tariff guidelines, one German automaker in particular is facing a bleak financial outlook.| Money Digest: Find Balance in Your Life & Budget
Trump proposed a new rule that will impact investors, corporations, and consumers. While some are cheering his request, will it lead to real economic growth?| Money Digest: Find Balance in Your Life & Budget
For the last two decades, Honda has been one of the most affordable, dependable car brands, ranking highly on customer satisfaction and reliability charts.| Money Digest: Find Balance in Your Life & Budget
Before you buy your first property, before you launch your first business, before you invest in shares or write that book, you must first build the foundation: yourself. You are the seed from which…| rochemamabolo
This is going to be a short article. Since no one knows what qualifies as free speech in America anymore, the fewer words the better, right? Also, I’ve just been pretty busy with so many side projects. Investing Via the Stock Market There are at least a billion articles on which AI stocks to buy. […] The post How To Invest in the Future of AI appeared first on Lazy Man and Money.| Lazy Man and Money
After the most aggressive rate-hiking cycle in four decades, a modest reduction in rates, and a long pause, the Federal Reserve finally did what we were all waiting for – […] The post The Fed Just Cut Rates: What It Means for Your Investments appeared first on Capstone Wealth Partners.| Capstone Wealth Partners
One of the most important risks retirees face isn’t simply how much their portfolios earn on average, but when those returns show up. This is known as the sequence of returns risk. If a retiree experiences poor investment returns in the early years of retirement while simultaneously withdrawing from their portfolio, the combination can drain […] The post Time Segmentation: A Practical Defense Against Sequence of Returns Risk appeared first on Retirement Researcher.| Retirement Researcher
Retirement spending is one of the great financial puzzles. After years of saving, the question shifts from “How much can I put away?” to “How much can I spend without running out?” When it comes to taking money out of a retirement portfolio, there is no single “right” answer. For decades, the so-called 4% rule […] The post The Factors That Shape Safe Withdrawal Rates – And Why Inflation Matters Most appeared first on Retirement Researcher.| Retirement Researcher
One of the biggest challenges in retirement is creating an income plan that lasts as long as you do. That means striking a balance between safety-first guarantees and growth-oriented investments that can keep up with inflation and help your portfolio grow over time. The right mix isn’t a formula you can pull off the shelf. […] The post Balancing Safety and Growth in Retirement Income Planning appeared first on Retirement Researcher.| Retirement Researcher
Stock market Investors should watch out for massive news, like interest rates and government policies, which can change business trajectory.| The Motley Fool Canada
Overall, August was a broadly positive month for financial markets and saw fairly solid returns across most major asset classes. Global equity markets are still benefiting from a tailwind. Economic growth is moderating but sufficient to allow 5-10% profits growth, more so for larger companies, for multi-nationals, and the all-important tech sector. Monetary policy is […] The post Market Insight | August 2025 appeared first on Progeny.| Progeny
StubHub's IPO values the company at around half the its pre-IPO peak. What are the challenges and opportunities for $STUB.| Peter Cohan
Oracle sees an eight-fold increase in its cloud infrastructure revenue over the next four years. With stock up 99% it can only keep rising if Oracle beats and raises.| Peter Cohan
There is ample evidence that the economy has weakened and continues to do so. Most recently, the Bureau of Labor Statistics (BLS) reported that job growth between April 2024 and March 2025 was revised down by 911,000 from about 1.79 million to roughly 879,000. 911,000 is a massive revision figure. It’s the largest since 2000....| Bull Oak
These stocks have increased their dividends annually for decades.| The Motley Fool Canada
Flipping houses for beginners can sound like a shortcut to big profits, but the reality is more nuanced. Buying, renovating, and reselling a property isn’t a guaranteed payday—especially if you’re just starting out. That said, with careful planning, smart budgeting, and the right approach, even a first-time flipper can turn a property into a profitable […] The post Flipping Houses for Beginners: Your Complete Guide to Starting Strong appeared first on Crushing REI.| Crushing REI
Flipping starts and ends with the deal. You can stage a picture-perfect kitchen and nail the paint colors, but if you bought the wrong house, you’re already underwater. The truth? Profits are made at the purchase, not the sale. The right property gives you margin, momentum, and a clear exit. The wrong one bleeds cash […] The post How to Find Houses to Flip: Strategies Top Investors Don’t Tell You appeared first on Crushing REI.| Crushing REI
Are you looking into diversifying your investments beyond the usual stock markets, equities, bonds, and commodities? Do you want to know how to invest in SPAC? In this article, we will discuss the advantages and risks of this investment class.| Radical FIRE
Chinese buyers’ inquiries for UAE property jumped by 125 per cent quarter on quarter in the first three months of the year, according to Juwai IQI.| South China Morning Post
