Investing

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Thumbnail for Technical Analysis with Keith Richards from ValueTrend Wealth Management

Ellen Roseman speaks with Keith Richards, Founder and Portfolio Manager for ValueTrend Wealth Management. They discuss the difference between Technical Analysis and Fundamental Analysis and how they fit into a portfolio. They also discuss concepts like support and resistance. 

Thumbnail for The Basics of Dividend Reinvestment Plans: How To Compound Your Wealth

A dividend reinvestment plan, or DRIP, is an investment program designed to slowly compound your shares in a chosen company. It works by automatically reinvesting your incoming cash dividends towards the purchase of additional shares. This allows you to slowly compound your dividend returns, drop by drop.

Thumbnail for Momentum Investors Sometimes Win Out: Look For Big Companies In Broad Rising Trends

Momentum investing or buying a stock that has outperformed the market in hopes it continues to do so, is often regarded as a high-risk strategy. The outperforming company’s share price reflects optimism that could easily turn to disappointment at the slightest financial setback, and only continued good news can keep the shares from plunging. 

Thumbnail for Optimism Bias with John De Goey, Investment Advisor and Author

Ellen Roseman speaks to John De Goey, Investment Advisor and author of his new book "Bullshift" about optimism bias that investors and advisors have and whether or not it introduces risk to our portfolios. 

Thumbnail for Real Estate as an Investment

Ellen Roseman speaks with Clay Jarvis of Nerdwallet.ca.  They discuss the mortgages, becoming a landlord, what to expect when becoming a landlord as well the gratification that one can receive from becoming a real estate investor among a host of other topics.

This Episode is brought to you buy BMOETFs.com.

Thumbnail for The Benefits Of Beneficiaries

You work hard and save your money so that when you retire, you still have the income to do the things you want to do, and maybe save some money for your funeral and for your heirs or charities or the care of your pet parrot. There is a vast library of articles about estate planning, but have you looked at your beneficiary designations lately? If you have designated everything to flow to your “estate” and expect your executors to sort it out, read on. There are advantages to naming specific beneficiaries.

This article is intended as general information, and your personal circumstances may vary. None of the following information is intended to be financial advice, and you should always consult a lawyer, accountant or financial professional for specific advice about your personal situation.

Thumbnail for Playing With House Money: Ways to Save for that First Home Part 1

It’s not exactly a newsflash that buying a first home in today’s Canada is only a pipedream for many. Prices soared to new highs across the nation during the heights of the Covid pandemic and, although we are now well off of those highs, the subsequent rampant run-up in interest rates has vastly decreased how much potential buyers can and should borrow. Making things even worse, 2022’s stock market decline chipped away at many potential down payments and the current stratospheric level of inflation means that a portion of many pay cheques earmarked towards home savings have been diverted to things like gas and groceries. The reality is that for many young Canadians, their only chance of getting into the housing market any time soon is from either playing the lottery or with a little help from someone else.

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