by Allan Small | Apr 3, 2016 | Prime Earning Years
There are many reasons why people want to invest — some save to purchase a bigger home, others are planning to help their kids with post-secondary schooling and many are simply planning their retirement dream. What’s required to achieve these goals varies...
by Allan Small | Mar 14, 2016 | Prime Earning Years
Reports show Canadians pay some of the highest fees in the world to manage their mutual fund investments, according to a story in the National Post. And while it’s true Management Expense Ratios can run between 2% and 3%, it is also true that in life you get...
by Allan Small | Mar 3, 2016 | Prime Earning Years
When the stock market falls, people tend to panic. Watch this Q&A with Allan Small to learn what are the steps you should be taking. I welcome you to call me at 416-332-3863 or email me at allan@allansmall.com for a free one hour portfolio review.
by Allan Small | Feb 16, 2016 | Prime Earning Years
You don’t have to be. There are many questions when deciding how to invest and planning for retirement. Watch the Q&A with Allan Small regarding important factors to consider. I welcome you to call me at 416-332-3863 or email me at allan@allansmall.com for a...
by Allan Small | Feb 8, 2016 | Prime Earning Years
Geopolitical unrest, acts of terror, tsunamis and tornados, crashing currencies, stalled growth and falling commodity prices can all create fear among investors. And that fear typically pushes markets downward. In today’s era of social media and the 24-hour news...
by Allan Small | Feb 1, 2016 | Prime Earning Years
When markets spiral down, investors have traditionally sought shelter in gold. That faith is misplaced. Research from CNBC shows that when the S&P 500 or the Dow are down 6% in a week, gold trades negative the majority of the time. When the Chinese market is down...
by Allan Small | Jan 25, 2016 | Prime Earning Years
Too often, investors hold too many investments thinking it’s the best way to spread the risk and protect their wealth. While it is absolutely true that diversification is key to a successful portfolio, you don’t have to be everywhere. Over-diversification...
by Allan Small | Dec 21, 2015 | Prime Earning Years
Put simply, actively managed mutual funds are the result of the work of their managers. It’s the manager that researches the huge number of investment products available and then chooses and buys the ones that best reflect their investment style. As an investor,...
by Allan Small | Dec 15, 2015 | Prime Earning Years
Of course, as a smart shopper, you want to buy clothes, shoes, cars, furniture, travel–you name it–when it’s on sale. It’s just good sense. Everyone likes to get a deal. So you check the item to make sure there are no holes, tears or any other...
by Allan Small | Dec 8, 2015 | Prime Earning Years
Investors are typically defined by their risk tolerance, age and time horizon until retirement–all key characteristics of your investing profile. Less understood but perhaps more important is to know your preferred style of investing. Understanding your...
