Other Recent Articles
February 23rd, 2008 - The National Post
In the article titled Eleventh Hour and Still no Cash?, Jonathan Chevreau qutoes Preet about making some last minute contributions to your RRSP.
23Feb2008 | Preet | Comments Off | Continued
February 13th, 2008 - The Toronto Star
Preet was quoted by Toronto Star Columnist Ellen Roseman in the article titled, “Full Service vs. Online Investing”. Preet mentions that it’s possible to secure the services of a full service advisor with the intent of eventually learning how to do it on your own, and using the advisor as a teacher.
13Feb2008 | Preet | Comments Off | Continued
Core-Satellite Approach
Low-cost indexing products (such as Index Exchange Traded Funds or Index Mutual Funds) represent the core of a portfolio, with active management through funds or individual security selection representing the ’satellite’ portion of the portfolio.
9Feb2008 | Preet | Comments Off | Continued
Core Portfolio Methodology
The core portfolio methodology is to use low-cost indexation products with a focus on asset allocation to reduce the variance of portfolio returns. Reducing portfolio management fees will improve portfolio returns, all else being equal.
8Feb2008 | Preet | Comments Off | Continued
Asset Allocation
An Asset Class can be defined as a group of securities that tend to behave in a similar fashion relative to each other in general and are constructed and regulated by a common set of rules.
7Feb2008 | Preet | Comments Off | Continued
Diversifying Across Asset Classes
The advantages of diversification between asset classes are similar to the advantages of diversification between stocks. The Canadian stock market represents only about 3% of the world’s total equity - are you missing out?
3Feb2008 | Preet | Comments Off | Continued
What is a Financial Plan?
Think of a financial plan as being similar to a business plan for a company - except it is for you and your family. The best run companies in the world do not operate without a plan - so why should you?
2Feb2008 | Preet | Comments Off | Continued
