Concentration…. a hidden risk Lynn MacNeil May 13, 2021 1731 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 3091 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 1445 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...
Investing 101 – The Home – The Floor Plan – The Furniture Lynn MacNeil October 25, 2020 1576 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...
A combined passion leads to success in helping others Peter Kerr September 19, 2020 3038 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 1875 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 2062 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...
RRSPs: Unusual strategies & uncommonly known rules Lynn MacNeil February 23, 2020 2480 Managing Your Money RRSPs, also known as Registered Retirement Savings Plans, are the Canadian government’s way of encouraging us to create our own pension plans. They can be controversial for those who worr...
Recession concerns among top fears of 2020 – How to Prepare Lynn MacNeil February 8, 2020 2177 Managing Your Money Over the holidays I noticed a reoccurring theme of recession fears. At social events with friends and family it would always come up in at least one conversation. From a cousin hesitant...
“Cutting the lemons”, “Dumping the dogs” – using tax loss selling to reduce your taxes Lynn MacNeil February 1, 2020 2111 Managing Your Money Not every investment is going to be a winner. Buying stocks that go down in value is simply part of investing. While it usually makes sense to stick to the old adage “buy low, sell high”,...
