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    Parking Your After-Tax CashFlows

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    July 2016: $12 Trillion in Negative Yielding Debt

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    Just Your Story (JYS)

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    Reach for the SKYY

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    Will Santa Pay a Road Toll Soon?

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    Literally: Pointing the Finger

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    96 to 100

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    Serving Canadians’ Wealth with Best Outcomes

Investor types: Fixer, Survivor or Protector

Investor types: Fixer, Survivor or Protector

Investor Psychology

Under duress, your Shadow Side emerges, and affects your normal Investor type (Fixer, Survivor or Protector).

Rob Carrick says $1M.  Gerry says $2M.  I think I’m right.

Rob Carrick says $1M. Gerry says $2M. I think I’m right.

Investor Psychology

I think you’ll need more given food inflation is perhaps 5% now. So your $1M TFSA might need to be $2M.

Lesson: Know Thy Bob Farrell

Lesson: Know Thy Bob Farrell

Investor Psychology

Print Bob’s 10 Investment Rules list. Keep handy. Share with everyone.

Yesterday’s Einstein Investor

Yesterday’s Einstein Investor

Investor Psychology

Think you’re Smart, Eh? Think your Buddy or GF is Smart aussi? Think again.

WHOOSH “I can see my Fees clearly now”

WHOOSH “I can see my Fees clearly now”

Humour, Investor Psychology

If you have minus signs in your statement, get some WHOOSH. Or better still, use the LOCATOR and find a Trusted Wealth Professional.

Packaged Product: Exploding Kittens.  What is Inside?

Packaged Product: Exploding Kittens. What is Inside?

Humour, Investor Psychology

Unlike Christmas, most Investor’s don’t look inside their ‘Packaged Products’. Or much less understand how they work.

Market Rules Prevent Crashes (?)

Market Rules Prevent Crashes (?)

Iron Man

It’s quite unlikely the Crash of 1987, Black Monday, will occur again. The DJIA lost 22.6% of its value or $500 billion dollars on October 19th 1987.

Bear Proofing your Portfolio

Bear Proofing your Portfolio

Iron Man

How do you protect your portfolio from the next Bear market (Kevin26)?

The Bear Essentials

The Bear Essentials

Iron Man

Will the next Kevin Bear, Kevin26, be a Panda or a Grizzly?

Happy Together: Flow & Jack plus Amanda & Kevin

Happy Together: Flow & Jack plus Amanda & Kevin

Iron Man

Go with the Flow until Jack senses danger. Both Flow and Jack can use Rules. But there is nothing stopping Amanda and Kevin.

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LOCATE WEALTH PROFESSIONALS



TWP Overview

Trusted Wealth Professionals are fully licensed complete service wealth professionals, who can offer ALL the investment products, services and styles to their clients. Including practicing the investment style Buy and Rule ® for individual investors, families, and business owners.

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Rules Based Investing

Rules-Based Investing (RBI) is an investment technique that preserves capital.  Practicing RBI, an investor gains during Up markets, and minimizes downside risk during Down markets.  RBI, also known as Buy and Rule ®, is Pension Style investing, perfect for Individual Pension Plans (IPPs).

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CIC Course

The Canadian Investors’ Course (CIC) educates investors on portfolio construction and the various instruments within a portfolio; ie. stocks, bonds, ETFs, etc … Investors are also educated about the various licensed professionals in Canada and how they earn their fees.

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Wealth Professionals

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  • Home
  • About
  • Business Owners
    ▼
    • Business Structure
    • Wealth Accumulating
    • Sale or Succession
    • Estate Planning
    • Summary
    • IPPs Explained
  • Rules Based Investing
  • CIC Course
  • Newsletter
  • Resources
  • Blogs
    ▼
    • Wealth Headlines
    • James Bond Report
    • Investor Psychology
    • FANG Shui
    • Humour
    • Iron Man
    • Communication Tips
    • Intellectual Capital
    • Personal
  • Contact