Posts by Canadian MoneySaver
In this episode, Ellen Roseman talks to Andrew Hallam about his new book 'Balance". They discuss FOMO or fear of missing out, opportunity costs and mindfullness and how these all relate to life satisfaction
Ellen Roseman chats with Dan Bortolotti, Certified Financial Planner, Portfolio Manager and author of Reboot Your Portfolio, Nine Steps to Successful Investing with ETFs about investing, mutual funds, ETFs, stock markets and his best tips.
Ellen Roseman speaks with Elizabeth Robinson from ABC Life Literacy Canada about the state of numeracy and financial literacy in Canada. They also talk about websites and services such as the Financial Consumer Agency of Canada (FCAC) and ABC Skills Hub.
Ellen speaks with Robin Taub, CPA and author of The Wisest Investment, Teaching Your Kids to be Responsible, Independent and Money-Smart for Life about tips and techniques on how to educate children and teens about financial literacy.
Portfolio strategy is a blueprint which investors use to create their optimal portfolios to achieve their financial goals. The strategy can take various forms for different investors. Some investors might be passive investors, tracking indices and markets, while others might take on a more active approach selecting and picking funds or stocks that match their view. A strategy, ideally, must also define when and how often would an investor rebalance their portfolio, time horizon, liquidity needs, and risk tolerance.
An investment strategy defines and guides investors on selection of an investment portfolio. The guidance is based on investment goals, future needs, risk tolerance and personal preference. While there can be many types of strategies, there are five broad categories an investor can fit in.
Women in leadership
Time and again, studies have shown that female-driven companies or companies with more female employees have the tendency to outperform the market. In a 2019 study by S&P Global Market Intelligence, it was noted that firms with female CFOs are more profitable and generated excess profits of $1.8T over the study horizon[1].