It has done well, so why sell it? Lynn MacNeil June 12, 2021 1842 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 1593 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 2875 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 1328 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 1288 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 1436 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...
Bakish Wealth – brothers Nick and Joe Bakish successfully mix investment and a social conscience Peter Kerr October 24, 2020 4833 Montreal Success Stories Brothers Joe and Nick Bakish have built Bakish Wealth into a highly successful financial services practice that is popular with successful entrepreneurs, professors and medical profe...
A combined passion leads to success in helping others Peter Kerr September 19, 2020 2836 While they didn’t know each other as teenagers, Lynn MacNeil and Fadi Ephtimios had a similar curiosity and interest in money at a young age. Years before they met in wealth management, Lynn and Fadi were both ...
COVID-19 – Worldwide Pandemic! Economic Crisis! Hmmm…Why not buy a boat? RV? Lynn MacNeil August 11, 2020 1764 Managing Your Money After what was one of the worst stock market crashes in history, we’ve now seen one of the most amazing recoveries, with the US and Canadian markets down only -3.1% and -7.5% respectively...
Inspire calm and confidence amidst the crisis: Focus on the positives Lynn MacNeil April 29, 2020 1901 Managing Your Money Please call us at 514-981-5795 or visit us virtually at www.EphtimiosMacNeil.com In the span of a few weeks, our reality has become what seems like the storyline of a science fiction movie...
