Are you tired of volatile equity markets? Want to escape the losses in your fixed income investments? If your investment portfolio exceeds $1M you can avoid the volatile equity markets, avoid losses in fixed income and generate solid, consistent returns. Ultra-high-net-worth investors and institutional investors have been doing this for decades with non-traditional investments.
After more than a quarter century in the investment industry I’ve witnessed lots of volatility in the markets. Investors that had quality investments and were patient to stay invested made reasonable returns over the long term.
I was on a webinar recently that featured Paul Desmarais III. Paul is the Chairman & CEO of Sagard Holdings ULC and SVP Power Corp. The Desmarais family is one of the richest families in Canada. Three things stood out for me. Click to read our blog to find out what you can learn from Canada’s richest families.
The Freedom 55 commercials were one of the most successful marketing campaigns. A Canadian generation wanted to be able to walk the beach from age 55 on. It is a great motivator to save for retirement.
I am constantly learning; whether it is from great books (thank goodness for audio books) or great people who I have the privilege of interacting with.
Today, I want to share with you one of the most important discoveries I have made in the last decade.
It has revolutionized my life, reduced my stress, and made life incredibly more enjoyable.
It is called the ‘Belief Matrix’ and it was taught to me by my friend and mentor, Paul Anthes, of R3 Coaching.
Fifty-one percent of Canadians do not have a will; now that is an alarming statistic*. Without a proper estate plan, over 50% of some assets could disappear to tax, and that isn’t the costliest aspect of having no plan in place. Read our blog to find our Free Estate Planning Checklist!
It is natural in a time of sudden change and unknowns to focus on our own situation. Our natural instincts are for self preservation. That is a good thing, and it will help us adapt, persevere, find solutions, and overcome our challenges. Humans are resilient. Click to read more and learn What Generosity Can Look Like During Covid-19.
It has been reported that when John D. Rockefeller was asked by a reporter “How much is enough?” he responded, “Just a little bit more”.
Although he was one of the most financially successful businesspeople in America, his response resonates with most of us. Regardless of the riches we have accumulated, we all know others in our circles that we feel have accumulated more and we would like to have more.
Here is a statistic I believe will shock you. The average age of widowhood is just 56 years old! For men, the average age of becoming a widower is 65.*
Are you tired of the volatility in your investment portfolio? Do you wish there were options other than stocks & bonds that can have significant volatility or GIC’s that have a minute return? There is great news: Higher net worth investors have such options!
