Investing in a social media age

There is a broad range of trends in the investing space that social media posters tend towards, with most being grouped at opposite ends of the spectrum in our observation.

Recession is Nowhere in Sight

Themoneynarrative is pleased to present, for educational purposes, an article written by RBC Dominion Securities Vice-President and Portfolio Manager Nick Scholte. Not only do we find the article extremely informative, but we are pleased to highlight the work of an individual who represents excellence within the investment advisor community. We wrote about investors maximizing the value they obtain from their investment advisor relationship in themoneynarrative investor strategy commentary #3.

Pitfalls of insurance policy tax planning

Themoneynarrative has written previously about responsibilities to family (see Responsibilities to family – insurance, estate and competency planning).  Today’s publication is aimed at a much narrower audience – those considering a tax-exempt whole life insurance policy owned by their holding company.

The third steps to wealth creation (Part 1 – Diversification)

In this, the third in of our series (see The first steps to wealth creation and The second steps to wealth creation), we look at what you can think of as “my investment portrait.”  The goal is to have a better understanding of what the many “rules” that are expressed every day are really all about,

themoneynarrative tips and pointers #23 (indecision)

Emotions play a significant factor in investors’ success or lack thereof.  Extremes in either direction can cause caution to be thrown to the wind, or, at the other end of the spectrum, indecision to take hold.  Of course, emotions serve a valuable purpose, which is to cause us

Understanding the investing industry #4 (alpha and beta)

The investing industry, like almost any sector with specialized knowledge, has its own jargon and ways of carrying on business.  At themoneynarrative, we dislike aspects of the business that are not self-explanatory or clearly apparent to all investors.  In our Understanding the investing industry series, we explain jargon