Women & Wealth Part lll – Women: Wired to Invest Lynn MacNeil October 25, 2021 1712 Managing Your Money In our last two articles we discussed the emergence of women as a dominant financial force in Canada. Nearly 90% of women will be sole financial decision makers in their households at som...
Women & Wealth Part II: Breaking down the walls of an old boys’ club Lynn MacNeil October 5, 2021 2145 Managing Your Money Last month we noted that during the coming 5 years women are expected to control about 50% of the wealth in Canada, bu...
Women: Take your seat at the table Lynn MacNeil August 31, 2021 1910 Managing Your Money By 2026, women are expected to control half of Canada’s household wealth. Are we ready? We’ve all heard the expression “women are a force to be reckoned with.” That is increasingly true in...
Let’s Talk About Money! Or Maybe Not… Lynn MacNeil July 20, 2021 1689 Managing Your Money I mean it, let’s really talk about money! According to a recent study by FP Canada, about 25% of Canadians believe talking about money is taboo, right up there with sex, religion, and pol...
It has done well, so why sell it? Lynn MacNeil June 12, 2021 1678 Managing Your Money This is a follow up to last month’s article about concentration risk. I received a few calls from people who have ridden the decade-long bull market and are now in a position where some o...
Concentration…. a hidden risk Lynn MacNeil May 13, 2021 1437 Managing Your Money I recently had a very nice lady contact me for a second opinion on her portfolio. She is recently retired and trying to make sure that her investments are in good order. Mary, as we’ll ca...
“Great investing requires a lot of Delayed Gratification” – Charlie Munger Lynn MacNeil March 19, 2021 2588 Managing Your Money I have a client who’s not much of a gambler, but a few years ago he insisted on investing a little bit of money in a “hot stock” that his son mentioned. It went up. He was happy. It went ...
COVID–19 Retirements: Is it time to retire? Can I afford to retire? Lynn MacNeil February 15, 2021 1157 Managing Your Money During the past few months, I have had an unusual number of clients ask me about retiring. Not in terms of retirement planning, but as in… retiring, now! ASAP! This is probably not too s...
20 Questions to start the New Year off right! Lynn MacNeil December 20, 2020 1127 With signs of the New Year only weeks away, I would think that many people are looking forward to being done with 2020! However, sadly, the circumstances we’re in with the pandemic will not likely change until ...
Investing 101 – The Home – The Floor Plan – The Furniture Lynn MacNeil October 25, 2020 1273 Managing Your Money In the financial industry we use many acronyms such as RRSP, RRIF, LIRA and TFSA to name a few. Most people know that these are financial terms, but not everyone knows what exactly they s...
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