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  • Wealth Headlines

    Parking Your After-Tax CashFlows

  • James Bond Report

    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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    Heard it on the Clothes Line

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    96 to 100

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    Serving Canadians’ Wealth with Best Outcomes

Mind Over Money — Weighed down by an Anchor?

Mind Over Money — Weighed down by an Anchor?

Investor Psychology

Anchoring, when Buying or Selling, might be more harmful than helpful.

A Time to hit the Sell Button

A Time to hit the Sell Button

Investor Psychology

Two articles that relate to taking profit (or avoiding losses) via the Sell Button.

Who let the Zoo out?  Animal Spirits abound.

Who let the Zoo out? Animal Spirits abound.

Investor Psychology

‘Animal Spirits’ – human emotion that drives consumer confidence – is this another way of saying ‘Speculation’?

Get Sharpe and stop picking the wrong people to manage your money

Get Sharpe and stop picking the wrong people to manage your money

Investor Psychology

Over and over again, “Investors Pick the Wrong People to Manage Their Money”. Repeated. Don’t chase Yesterday’s Winners. Get Sharpe.

Red Flags in your Portfolio?

Red Flags in your Portfolio?

Investor Psychology

Here are five red flags to look for in your portfolio in context of Canadians’ who have the highest mutual fund fees in the developed world.

Think Like an Owner, not like a Gamer

Think Like an Owner, not like a Gamer

Investor Psychology

The bottom line is that investing is not a game.

Don’t Think … Just Copy How the Wealthy Invest

Don’t Think … Just Copy How the Wealthy Invest

Investor Psychology

How the wealthy gain an edge in their portfolios

FANG gone Wild?

FANG gone Wild?

FANG Shui

FANG, FANGMAN, FANTASY and now FANTASIA

BARF: Where would we be without their raw materials?

BARF: Where would we be without their raw materials?

FANG Shui

BARF: The 4 large international miners: BHP Billiton, Anglo American, Rio Tinto, and Freeport-McMoRan

G7, G8, BRIC and G20 — they are not Painters/Artists

G7, G8, BRIC and G20 — they are not Painters/Artists

FANG Shui

Acronyms used to define the world’s largest advanced and emerging economies.

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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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  • 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