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Helping Canadians with Personal Finance Since 2006

Archive for June 2008

June 2008 Net Worth Update (+2.09%)

Welcome to the traditional monthly net worth update – The June 2008 edition. I keep writing these updates to give myself a little heads up on how the finances are doing and it seems that most readers find them enjoyable also. Lets start off with our income and expenses. Even with our reduced income due…

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Smith Maneouvre Portfolio – June 2008

Time again for the monthly Smith Manoeuvre Portfolio update, June 2008 edition. For those of you just joining us, The Smith Manoeuvre is a Canadian wealth strategy that utilizes a home equity loan to invest in income producing assets. The result is a tax deductible loan and portfolio that increases as you pay down your…

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More Weekend Reading – June 28, 2008

Some great articles by The Money Writers this week: The Digerati Life has written another great article that explains the ups and downs of the stock market in “A Stock Market Reality Check: What Investment Risk Actually Looks Like.” It shows that historically, down periods are followed by much higher markets. My Dollar Plan lists…

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Weekend Reading – June 27, 2008

Canadian Capitalist and Canadian Dream have both responded to my post on choosing between family and money. Canadian Capitalist says that “Passive Investing lets you have a Life.” Meanwhile, Canadian Dream has own thoughts in “A Reply to Money and Family.” Mrs. Micah hosted the latest Carnival of Personal Finance. We submitted a primer on…

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Risk Management via Insurance – Life Insurance

This is a guest post series by Brian Poncelet who is an independent certified financial planner (CFP) working in the financial services industry since 1994. Along with insurance, Brian Poncelet focuses on mortgage and retirement planning. The justification for the purchase of insurance is endless but in general, insurance is typically purchased to alleviate the…

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Risk Management via Insurance – A Definitive Guide

This is a guest post series by Brian Poncelet who is an independent certified financial planner (CFP) working in the financial services industry since 1994. Along with insurance, Brian Poncelet focuses on mortgage and retirement planning. Everyone likes to talk about rates of return, but as my dad always said “your health is the most…

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RBS Predicts a Global Market Crash

I read a report from RBS predicting that there will be a global market crash come the end of summer/beginning of fall 2008. The crash will be due to the price of oil, increasing inflation, increasing interest rates, and more global credit issues coming to light. Here are some snippets of the highlights: … the…

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Ask the Readers: Favorite Discount Brokerage?

The Suns Financial Diary posted this question for his readers and I thought that I would ask the same question to my readers. For those of you with discount brokerage accounts, which one is your favorite? Or, if you only have one, who do you hold your account with and why? I personally have multiple…

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