Making a List and Checking it Twice Lynn MacNeil January 13, 2023 378 Managing Your Money ‘Tis the time of year when many people make lists – gift lists, guest lists, New Year’s resolution lists. I’m always encouraging my kids to make lists. I love lists! To-do lists. Task lists....
Is it time to consider GICs? Lynn MacNeil November 22, 2022 754 Managing Your Money With the stock and bond markets continuing to spook many investors, some are asking themselves if GICs might be a good option. This month we’ll take a look at GICs and when they should be co...
Trusted Contact Person – an important layer of protection for your wealth Lynn MacNeil October 13, 2022 634 Managing Your Money When you book a flight, join a gym, or start a new job, they usually ask for an emergency contact person. Generally, this is in case of a medical emergency, so they will know who to contact ...
How portfolio innovation can protect your wealth Lynn MacNeil August 13, 2022 607 Managing Your Money It’s no secret that institutional managers are the “smart money” investors that lead the trends in investment management. That’s why retail investors (i.e. most people) should look to these...
Hopefully you’ve updated your wardrobe, it’s probably time to update your portfolio too! Lynn MacNeil August 5, 2022 720 Managing Your Money Did you know that despite Canada’s relatively small population, it’s home to TWO of the world’s largest pension funds – the Canada Pension Plan (CPP), and the Caisse de dépôt et placement du...
Panic Selling! Lynn MacNeil June 13, 2022 743 Managing Your Money If you have watched your recent investment statements with a sinking heart, I want you to know that I understand. I understand the feelings of fear and frustration that some people are exper...
Alternative assets increasing in popularity amidst rising inflation Peter Diekmeyer March 27, 2022 1297 Experts say that commercial real estate offers some of the best risk-adjusted upside potential in today’s pricey, volatile markets Nick Bakish put his feet on a coffee table in the lobby of a posh New Orleans ...
Women & Wealth Part lll – Women: Wired to Invest Lynn MacNeil October 25, 2021 1237 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...
Alternative Investing: Private Equity Simplified Lynn MacNeil September 28, 2017 3305 Managing Your Money A few weeks ago I received a text message from a friend (and client) who was in Florida. Our conversation went something like this: Him: Is ‘Chick-Fil-A' listed on the stock market? ...
Money Matters The Montrealer April 3, 2006 4381 Let’s get back to Margaret. Last month, she was enjoying a two-week holiday in Vienna. Before leaving, she was gloating (yes, let’s use that term) over how well her dividend-paying and dividend-investing strate...
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