Category: Investment Planning

This category summarizes all the investment planning posts for Advantage Wealth Planning.

May 21 2009

Secular Bear and Bull Markets

S&P 500 Secular Bull and Bear Markets

Secular Bear and Bull Markets One thing I do is spend time researching the history of the markets. While it does not predict the future, there are some interesting observations that you may be unaware of which could make a significant impact on how you view the markets and how you invest going forward. Over …

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May 21 2009

Have We Bottomed?

The Cycle of Market Emotions

Have We Bottomed? This is the question on everyone’s mind. Unfortunately no one knows for sure! Leading economic indicators change before the economy changes You may have noticed that the equity markets have risen of late even though the economic news continues to be bad. Company earnings are down but in many cases are beating …

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Jan 11 2009

Major Equity Markets

Major Equity Markets Many times I am asked about how the markets are doing. Here is a quick overview of the… In Canada, the S&P/TSX represents the broad Canadian Market. Click here to view the S&P/TSX In the United States, the S&P500 represent the 500 largest US companies based upon market capitalization. Click here to view the …

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Aug 12 2008

Yard Sales and Investment Policy Statements

Yard Sales and Investment Policy Statements We’re well into yard sale season. We’ve cleaned out the garage, closets and under the beds. As the saying goes “If you can’t use it, lose it!” Maybe it’s time for a portfolio clean up as well. A good place to start is the Investment Policy Statement or IPS. …

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Aug 12 2008

Book Review: The Naked Investor

Book Review: The Naked Investor A great read I recommend is The Naked Investor, by John Lawrence Reynolds. It’s a must for every investor’s library. This book details real-life stories on the dark side of the investment world where unscrupulous advisors have taken advantage of the investor, for their own personal gain. It’s a tough …

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