Real Estate Investing Rethought

Apr 15, 2019 |Dane Charles
Those that love real estate as an investment, absolutely swear by it – as if any contradicting thought is pure blasphemy. I also love the idea, however, I look at it from a different angle. There are many ways to dip your toes in the real estate investing...
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How Canadians Working In The U.S. Should Treat Their 401(k)

Apr 15, 2019 |Dane Charles
For those of you getting an employer match – Awesome! It’s like free money so you’ll want to maximize your contributions to get the most out of your employer. Doing the rest of your saving in Canada, or contributing beyond those amounts to your US plan...
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How to Get Ready For Wealth Transfer

Apr 15, 2019 |Dane Charles
In RBC's recent survey, what was found is that there was a remarkable gap between intention and action, resulting in a general lack of preparedness for wealth transfer. People are generally uncomfortable talking about inheritance, and when they do, their...
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Business Owner MVP - You're Doing It All Wrong

Apr 15, 2019 |Dane Charles
If You’re The Most Important Person In Your Business, You’re Doing It Wrong When asked this simple question “If you disappeared from your business for 1 month or 1 year, would it survive?” the look I often get is of sheer terror. If a feather hit the...
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To Buyback Pension Years or Not?

Apr 15, 2019 |Dane Charles
Many workers have missed years of service in their employment history, like my Mom. As a young nurse, her journey started out landing a part time position at a local Hospital. Growing up, I remember the 2 week days & 2 week nights schedule, which proved...
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What a fitness journey will teach you about investing

Apr 15, 2019 |Dane Charles
It’s 5:20 am on a Monday morning and as my alarm is going off, I start to wonder why I’m about to get up, drive 20 minutes to a high intensity interval training workout class to get my butt kicked for 45 intense minutes. And as much as rolling over for...
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Where is your time being spent?

Apr 15, 2019 |Dane Charles
After a round of golf this weekend I couldn’t help but think about just how many similarities the game has to investing. While on the driving range, I noticed how many people were just swinging away tirelessly with their drivers – shot after shot after...
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Re-balancing when needed

Apr 15, 2019 |Dane Charles
The last 8-10 years of investing has provided some fantastic returns for equity investors – which is mainly the reason why I see numerous prospect’s portfolios out-of-whack, for lack of a better term. When we drill down into conversations of balancing...
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Newly retireds still need risk in their portfolios

Apr 15, 2019 |Dane Charles
There’s a group of baby boomers leading the way into pension-less retirement (which will be more prevalent with the generations to follow). Those who are near or just into retirement are in a tough spot. They have a long time horizon and need investment...
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The purpose of investing

Apr 15, 2019 |Dane Charles
The stock market moves fast. It feels almost like an online super-casino with thousands of ticker symbols constantly changing in value. Unlike a casino, stocks give you ownership in real businesses that have real value. And, investing in stocks has a...
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