Financial Planning | Uncommon Sense Investor http://uncommonsenseinvestor.com Mon, 08 Nov 2021 19:16:48 +0000 en-US hourly 1 https://wordpress.org/?v=5.8.2 183322702 The Illumination Minute w/Libby Wildman: Money Saving Tips http://uncommonsenseinvestor.com/the-illumination-minute-w-libby-wildman-money-saving-tips/ Mon, 01 Nov 2021 17:13:30 +0000 http://uncommonsenseinvestor.com/?p=3811 The latest instalment of The Illumination Minute with Libby Wildman, has the Senior Partner at Davis Rea Investment Counsel dispensing some advice on how to save money.

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]]> 3811 The Illumination Minute w/Libby Wildman: Self-Sabotaging Money Habits http://uncommonsenseinvestor.com/the-illumination-minute-w-libby-wildman-self-sabotaging-money-habits/ Fri, 22 Oct 2021 15:08:26 +0000 http://uncommonsenseinvestor.com/?p=3792 In the latest instalment of The Illumination Minute, Libby Wildman, Senior Partner at Davis Rea Investment Counsel, examines some self-sabotaging habits that people need to learn to eliminate to save more of their money.

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]]> 3792 Five Things to Make Your Money Last In Retirement http://uncommonsenseinvestor.com/five-things-to-do-to-make-your-money-last-in-retirement/ Mon, 18 Oct 2021 20:09:09 +0000 http://uncommonsenseinvestor.com/?p=3773 Retirement can be so much more secure and enjoyable with a little financial planning. Courtesy of Kiplinger, and Investment Advisor Brian Skrobronja, here are five things you can do now to ensure your money will last

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]]> 3773 The Illumination Minute w/Libby Wildman: Time & Compound Interest http://uncommonsenseinvestor.com/the-illumination-minute-w-libby-wildman-time-compound-interest/ Thu, 14 Oct 2021 19:43:47 +0000 http://uncommonsenseinvestor.com/?p=3765 This is Part Two of The Illumination Minute, an ongoing series of videos on financial planning and personal finance featuring Libby Wildman, Senior Partner at Davis Rea Investment Counsel. This segment is on the luxury of time and the beauty of compound interest, something Albert Einstein called the eight wonder of the world.

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]]> 3765 The Illumination Minute w/Libby Wildman: Setting Financial Goals http://uncommonsenseinvestor.com/the-illumination-minute-w-libby-wildman-setting-financial-goals/ Thu, 14 Oct 2021 19:21:13 +0000 http://uncommonsenseinvestor.com/?p=3761 We're pleased to introduce The Illumination Minute with Libby Wildman, Senior Partner at Davis Rea Investment Counsel, and Founder of Wildman & Associates. Libby has years of experience in financial planning. This is a series of videos on various financial planning and personal finance topics that Libby will guide you through.

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]]> 3761 Strategist’s Advice to Investors After 35 Years on Wall Street http://uncommonsenseinvestor.com/strategists-advice-to-investors-after-35-years-on-wall-street/ Thu, 14 Oct 2021 15:59:17 +0000 http://uncommonsenseinvestor.com/?p=3759 Liz Ann Sonders is celebrating her 35th year on Wall Street. That's caused the Managing Director & Chief Investment Strategist at Charles Schwab & Co. to reflect on her experiences, the people who influenced her the most, and their nuggets of investment wisdom that inform her approach today. Here are some excerpts from an article the highly-respected Sonders wrote about her time on the Street and what she's learned. 

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]]> 3759 Should Investors Have Exposure to Cryptocurrency & Blockchain? http://uncommonsenseinvestor.com/should-investors-have-exposure-to-cryptocurrency-blockchain/ Tue, 12 Oct 2021 12:39:04 +0000 http://uncommonsenseinvestor.com/?p=3757 In the final instalment of our Investment Series, Som Seif and John O'Connell answer a viewer question about cryptocurrency and blockchain. Seif explains why he's bullish on digital while O'Connell believes the Ethereum platform has intriguing applications but he differentiates between speculating and investing. 

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]]> 3757 Positioning Your Portfolio for Rising Rates in an Expensive Market http://uncommonsenseinvestor.com/positioning-your-portfolio-for-rising-rates-in-an-expensive-market/ Fri, 08 Oct 2021 13:22:07 +0000 http://uncommonsenseinvestor.com/?p=3755 In the penultimate video of our Investment Series, Som Seif and John O'Connell give advice to a viewer who asked how to position his portfolio for a rising interest rate environment in an expensive stock market. They discuss active strategy, short duration bonds, international and emerging market investments, value vs. growth, and examining your risk tolerance for a possible 20-30 per cent drop in the major stock indices.

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]]> 3755 Why the Unwinding of the Credit Bubble “Will Not Be Pretty.” http://uncommonsenseinvestor.com/why-the-unwinding-of-the-credit-bubble-will-not-be-pretty/ Thu, 07 Oct 2021 13:06:22 +0000 http://uncommonsenseinvestor.com/?p=3749 We established in a previous video in our Investment Series why a 40 per cent bond weighting in a portfolio is the "stupidest and worst" strategy an investor could deploy. Som Seif's words, not ours, but you get the point. In this segment, Seif and John O'Connell examine the credit bubble, rising interest rates, and how bond investments of the wrong duration can destroy value in your portfolio. 

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]]> 3749 How to Learn the Hard Way Investing is Not a Game http://uncommonsenseinvestor.com/how-to-learn-the-hard-way-investing-is-not-a-game/ Wed, 06 Oct 2021 13:29:00 +0000 http://uncommonsenseinvestor.com/?p=3743 The stock market is not a casino and investing is not gambling. That may sound like a crusty, way out of fashion sentiment. But Som Seif and John O'Connell, who's lived through the market's worst 20 days over the last 35 years, know the way to build wealth is not through gamifying investing as many new investors appear to be doing. In the latest segment of our Investment Series, here's some well-reasoned advice from a couple of experienced investors who learned that the hard way. 

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