Stock Talk

In this episode, Aman reviews his recent investment decisions in January. It was a tough month with many different dynamics in play that forced Aman to make some tough decisions, however, the month provided Aman with an opportunity to practice and reinforce his discipline in managing losses, a skill set that investors do not practice enough as we tend to focus on finding profitable investments.

It's been two years since I setup my online investing portfolio via a robo adviser. In this episode I check in on my portfolio to see if it is delivering the goods and offer up some general observations about the robo adviser model.

It's been two years since I setup my online investing portfolio via a robo adviser. In this episode I check in on my portfolio to see if it is delivering the goods and offer up some general observations about the robo adviser model.

The recent proclamation by the Donald (aka The Mad King) and his Wall Street minions of the desire to jump into a Hot Tub Time Machine and go back to 1999, a time where financial regulation was unfettered is a call to action for investors. Aman shares his thoughts on how the Financial Crisis became his A-Ha moment for starting his investment coaching practice and how we can take proactive steps to ensure we don't repeat the same mistakes of yesterday.

The recent proclamation by the Donald (aka The Mad King) and his Wall Street minions of the desire to jump into a Hot Tub Time Machine and go back to 1999, a time where financial regulation was unfettered is a call to action for investors. Aman shares his thoughts on how the Financial Crisis became his A-Ha moment for starting his investment coaching practice and how we can take proactive steps to ensure we don't repeat the same mistakes of yesterday.

When I teach and mentor people how to buy and sell stocks and ETF's, the learnings revolve around understanding what makes stock prices go up and down. I teach people how to read and interpret financial statements, assess risk, valuation, developing an investment decision framework, learning and managing our emotions. These are core pillars to framing an investment decision. There is also one other very important factor that can drive stock prices and for the most part we ignore it and take it often for granted. Given the events of the past few weeks, this factor has become has now entered the discussion. Josh Brown of the Reformed Broker blog, wrote a fantastic piece called Stock Markets and the Rule of Law which reintroduces us...all of to the importance that the rule of law has in how business functions. In this episode I weigh with my own thoughts about this and how it has made take pause in how I am currently framing my own personal investment decisions.

When I teach and mentor people how to buy and sell stocks and ETF's, the learnings revolve around understanding what makes stock prices go up and down. I teach people how to read and interpret financial statements, assess risk, valuation, developing an investment decision framework, learning and managing our emotions. These are core pillars to framing an investment decision. There is also one other very important factor that can drive stock prices and for the most part we ignore it and take it often for granted. Given the events of the past few weeks, this factor has become has now entered the discussion. Josh Brown of the Reformed Broker blog, wrote a fantastic piece called Stock Markets and the Rule of Law which reintroduces us...all of to the importance that the rule of law has in how business functions. In this episode I weigh with my own thoughts about this and how it has made take pause in how I am currently framing my own personal investment decisions.

One of the common questions I get as an investment coach, especially from people who are starting out investing revolves around RRSP’s and TFSA’s. People know the terms. They have even setup accounts but many have a hard time wrapping their heads on how they can and should be used for investing and growing their savings. This podcast is a replay of a webinar I delivered on RRSP's and TFSA's. In this webinar, I walked through and tried to answer these basic questions about RRSP's and TFSA's namely: What is an RRSP and a TFSA? What’s so great about RRSP’s and TFSA’s? What’s not so great about them? The mechanics (contribution limits, types of accounts, pitfalls, what types of investments can I hold)? Which is better…for me? If you're one of these then this podcast may be up your alley: New investors trying to figure out where and how to start investing. Existing investors who have RRSP’s and TFSA accounts but they have been gathering dust and are looking to better understand and become more engaged in managing their investments.

In this episode, Aman shares some observations on how the financial services industry are targeting Millennials with sustainable investing products, even though the track records of these type of products are not the greatest. The industry's response is they are just giving what people want. Unfortunately it might not be in the investors best interest. Aman also shares his personal story of how his robo adviser tried to upsell him into adding a sustainable investment component to his portfolio. In the end even though an investment product may be compatible from a personal values perspective, it is still important to do your own research to determine if the investment is truly consistent with your investment plan and ideology.

In this episode, Aman shares some observations on how the financial services industry are targeting Millennials with sustainable investing products, even though the track records of these type of products are not the greatest. The industry's response is they are just giving what people want. Unfortunately it might not be in the investors best interest. Aman also shares his personal story of how his robo adviser tried to upsell him into adding a sustainable investment component to his portfolio. In the end even though an investment product may be compatible from a personal values perspective, it is still important to do your own research to determine if the investment is truly consistent with your investment plan and ideology.