David Chilton, The Wealthy Barber

Planning to protect your estate and your loved ones, now and for the future

Dec 04, 2019 |RBC Wealth Management

This four-part video education series highlights information that can help you protect your estate today and for the future.

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The Foundations of Personal Finance: Expanding on the Basics

Sep 11, 2019 |Eddy Mejlholm

So far in this series on personal finance, we’ve outlined the 6 steps that are the foundations of personal finance. Now it’s time to start building on that foundation by expanding on the basics. 

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The Wealthy Barber: Get an up-to-date will!

Aug 05, 2019 |RBC Wealth Management

I continue to be amazed by, and distressed over, the number of otherwise-responsible people I deal with who don’t have an up-to-date will.

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The Foundation of Personal Finance: The Basics

Jul 30, 2019 |Eddy Mejlholm

In my first post on personal finance, I outlined the 6 steps that are the foundations of personal finance.  Now that you’ve got a solid understanding of your personal financial situation, it’s time to work on the basics. 

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The Foundation of Personal Finance: Know Whats Going On

Jul 03, 2019 |Eddy Mejlholm

Know Whats Going On: First we need to develop a net worth statement; a net worth statement is a lot like a balance sheet for a business. It contains all of the relevant assets and liabilities that have a financial value.

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The Foundation of Personal Finance

Jun 24, 2019 |Eddy Mejlholm

I am often asked to provide help with personal finance matters by people I know. Often they don’t need advanced financial planning assistance or portfolio construction, but they just need to be pointed in the right direction.

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Déjà Vu All Over Again

May 06, 2019 |Eddy Mejlholm

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities.

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More Evidence on the Evidence: An Historical Overview of Capital Market Theory

Apr 29, 2019 |Eddy Mejlholm

We believe that the evidence – especially the kind that has been peer-reviewed and time-tested – is at the root of everything else we do to help investors achieve their personal goals through sound strategy.

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The Evidence on the Evidence: How Do You Know What (and Whom) to Heed?

Apr 22, 2019 |Eddy Mejlholm

There’s a reason we refer to our strategy for building durable, long-term wealth as evidence-based investing. There are a number of other terms we could use instead: Structured (getting warm), low-cost (definitely), passive (sometimes), smart beta...

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What Is Asset Allocation?

Apr 15, 2019 |Eddy Mejlholm

Asset allocation. It’s so ingrained in how we manage our clients’ investment portfolios, we talk about it all the time. But what is it? What are assets, and what happens when you allocate them?

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