Understanding Stock Allocations and Categorization

I recently introduced you to the importance of asset allocation.  In order to help you determine the right asset allocation, I figured I’d spend a few moments introducing the different types or categories of stocks and the general trademarks that represent each type. The best primer book on this topic is The Sound Mind Investing Handbook by Austin Pryor.  My comments on the book exactly mirror … [Read more...]

The Ultimate Beginner’s Guide to Index Funds, Mutual Funds, and ETFs

If you were to jump into a Canadian lake in January, I bet you’d feel some sort of shock to your system. If you’ve never done much investing, you’ll feel a similar shock when you start to sort through all the investing options. In fact, beginning investors often use phrases like -  overwhelmed, so many choices, and I don’t know what to do. Don’t expect me to tell you what to do, but I do … [Read more...]