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Category: Wealth Management

Category: Wealth Management

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12 Surprising Things Women Should Know About Retirement Planning

Posted on: February 17, 2021 Last updated on: February 17, 2021 Written by: Bruce Moffatt

Max Wong, contributor to Wise Bread, highlights a number of defined concerns that women have about retirement. Her article, while written several years ago, is still a valuable article that can be used to help women of any age take steps to…

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Behavioural Finance: What’s Your Problem?

Posted on: December 14, 2020 Last updated on: December 14, 2020 Written by: Bruce Moffatt

Disagreeing with a Nobel prize winner Back in 1970, Eugene Fama PhD, first published his Efficient Markets Theory that suggested that all securities prices are explained in the context of what information sets are available. However, he goes on to…

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Why Do I Need Equity Exposure In My Portfolio?| Graphs and charts

Why Do I Need Equity Exposure In My Portfolio?

Posted on: November 20, 2020 Last updated on: November 17, 2020 Written by: Bruce Moffatt

The media reporting today highlights countless geopolitical talking points that are calling for the end of the world. Global pandemic data routinely shakes the confidence of our population multiple times per day. The result…stock markets around the world are in…

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Piggy Bank Wearing A Surgical Mask over blue background.

The Pandemic Pivot: Shedding Old Habits and Creating New Ones

Posted on: October 22, 2020 Last updated on: October 14, 2020 Written by: Bruce Moffatt

It will be quite some time before we understand the full impact of the COVID-19 pandemic, but the history of such shocks tells us two things. Even in severe economic downturns and recessions some companies are able to gain advantage.…

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The word 'bias' in wooden blocks with a small succulent behind

Investor Biases: “Oh, the humanity!”

Posted on: October 14, 2020 Last updated on: October 14, 2020 Written by: Bruce Moffatt

Here we are, poking fun at that powerful, yet delicate, and sometimes malfunctioning, piece of anatomy called the human brain. Investor biases fall into two categories: Cognitive Biases and Emotional Biases. Some call them “heuristics” – or simple rules of…

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