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  • Wealth Headlines

    Parking Your After-Tax CashFlows

  • James Bond Report

    July 2016: $12 Trillion in Negative Yielding Debt

  • Investor Psychology

    Just Your Story (JYS)

  • FANG Shui

    Reach for the SKYY

  • Humour

    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

July 2016: $12 Trillion in Negative Yielding Debt

July 2016: $12 Trillion in Negative Yielding Debt

James Bond Report

Why would you invest $100 into a Bond that only returned $99.75?

Canadian Interest Rates Rise :)

Canadian Interest Rates Rise :)

James Bond Report

It hasn’t been 150 years since the last rate hike, only 7 years, but it sure feels like 150 years 🙂

56 to 60

56 to 60

Intellectual Capital

Take a look at your Statement at a predetermined Frequency; it is a Report about your portfolio.

51 to 55

51 to 55

Intellectual Capital

Smartphone in your right hand and a Whopper in your left hand.

46 to 50

46 to 50

Intellectual Capital

Having a Flight Plan for your Portfolio is a good idea as well (intentional double entendre).

41 to 45

41 to 45

Intellectual Capital

#45 could be “Stop lying to yourself” as well

George Carlin Yes.  Howard Stern No.

George Carlin Yes. Howard Stern No.

Humour

Do you have a favourite Comedian? A style?

Dancing & Choreography

Dancing & Choreography

Humour

So You Think You Can Choreograph?

Chardonnay Go. Better than Go Fish?

Chardonnay Go. Better than Go Fish?

Humour

Chardonnay Go. Don’t play in your car.

Best XMAS Gift for Teenagers

Best XMAS Gift for Teenagers

Humour

The Teenagers Gift Receiving Guide.

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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

LOCATE 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