Forget New Year’s Resolutions – try New Year’s Commitments Lynn MacNeil January 27, 2022 1816 Managing Your Money It’s hard to think about the New Year without thinking about New Year’s Resolutions! And there is something to be said about the “fresh start effect” – starting a new goal at the begin...
Women and Brain Wealth Lynn MacNeil December 22, 2021 2513 Managing Your Money I ran into an old friend recently. As we were catching up about our families, she mentioned that her mother would soon be 93. I was impressed. However, the first thought that came to mind...
Getting Organized Lynn MacNeil December 16, 2021 1988 Managing Your Money A few years ago, a woman contacted me frantically looking for help. She had spent much of the past year caring for her dying father and had relinquished many of her own responsibilities....
Women & Wealth Part lll – Women: Wired to Invest Lynn MacNeil October 25, 2021 2022 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 2358 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 2272 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 1941 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 1901 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 1654 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 2986 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 ...
