Insights

One of the most discouraging things about the current world is how hard it is to find a reliable expert. Knowing who you can trust has gotten harder even though we live in a world with more information. We are here to help. Here you can find the works of our favourite writers, a few of our thoughts and gain quick access to quality recommendations.
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November 30, 2023

Investing Mistake #1: Over Diversification

In investing, as in anything else, there are mistakes to be made. And those mistakes can be both painful and…
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May 3, 2023

#5 STUFF YOU ALREADY KNOW ABOUT INVESTING: YOUR CONTROL

What We Can’t Control  We are wired to want to control things. We feel good when we are actively doing…
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May 3, 2023

#4 STUFF YOU ALREADY KNOW ABOUT INVESTING: BORING IS BETTER

Boring Investing “Make a million dollars in a week!”Sounds promising, doesn’t it? A quick and exciting way to big money.So…
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January 27, 2023

#3 Stuff you already know about investing: check less

A lot of investing is counterintuitive. For most other areas of life, being hypervigilant and checking on your progress helps…
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January 27, 2023

#2 Stuff you already know about investing: convenience matters

How can we make good financial decisions more convenient?  It’s amazing how much easier it is to make good choices…
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January 27, 2023

#1 Stuff you already know about investing: spread out

What is diversification? Nick Murray once explained it this way: if you invest only in sunscreen, you may go bankrupt…
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October 24, 2022

Why invest?

The world is full of investing advice. What you should invest in. When you should invest in it. Who should manage your investments. Even where in the world…
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August 8, 2022

How can I spot cyber scams before it is too late?

Scam artists are getting smarter, and technology is making it easier and easier for them to reach you. It started…
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June 20, 2022

Thoughts on crypto

For those interested in Crypto, Neil hasn’t been able to wrap his brain around it and so has asked me…
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January 17, 2022

What COVID benefits are currently available?

  To help you sort out the multitude of government programs that started and ended in the last couple of…
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November 5, 2021

Victoria’s Workbooks

Understanding your financial picture is an essential step toward overall well-being. Please feel free to use and share my workbooks,…
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November 3, 2021

The Value of Behaviourally-Informed Financial Advice Study- BEworks Research Institute

We have always known that behaviour determines success and the same holds true for financial well-being. This study outlines the…
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