Rich, Fulfilling Life

5 tips on how to find higher GIC rates in a zero interest rate environment.

What is dividend adjusted price? Why does a stock’s share price fall on the ex-dividend date? Why is it important? And everything else you need to know about dividend adjusted price In this segment of…. Let Me Explain!

I did a fun little exercise to figure out if someone can retire by saving just $250 per month? I run an analysis on a 20 year old, 30 year old and a 40 year old. Using the same variables throughout except the age. It was a fun little video to make.

Apple recently announced a 4 for 1 stock split which means that the shares of Apple will trade around $100 for the first time since 2016! What is a stock split? What does a stock split do for Apple’s share price? Why did Apple split its stock? How does it change the fundamentals of Apple?

If you are a novice investor, you’ll get to learn everything you need to know about capital gains and how they are taxed, and if you are an experienced investor, you’ll get to learn some strategies on how to avoid paying capital gains tax! Remember: taxes are the biggest detriment to building wealth in this country.

Remember the book, “A Random Walk Down Wall Street”? It's a famous book about investing that was written over 40 years ago, in fact the 12th edition of this book is currently in circulation, and it’s author Burton Malkiel just said in a recent interview that cookie cutter portfolios, such as 60/40 portfolios are dead!

In this video I will go over everything you need to know about gold hitting a record high this week. I also look to answer two questions: What is the cause of this surge in gold prices this year? What would bring gold prices back to earth? I’ll also go over the massive rally of tech companies and how the stock market is getting extremely concentrated to resemble the tech bubble of 2001. What should you do if you have cash sitting on the sidelines? What should you do with your investment portfolio?

Due to the pandemic, there are many charitable organizations out there who need your help. This might be a great time to make a huge impact in your community while also benefiting from the enormous amount of taxes you’ll save while doing so! In this video I will go over three separate strategies to make a huge impact in your community. I thought this is a great time to share some strategies that I have used with some of my clients recently that have saved them 100s of thousands of dollars in taxes and at the same time made a huge difference to their beloved charitable organizations. Giving back is a huge part of a Rich, Fulfilling Life

Due to the pandemic, there are many charitable organizations out there who need your help. This might be a great time to make a huge impact in your community while also benefiting from the enormous amount of taxes you’ll save while doing so! In this video I will go over three separate strategies to make a huge impact in your community. I thought this is a great time to share some strategies that I have used with some of my clients recently that have saved them 100s of thousands of dollars in taxes and at the same time made a huge difference to their beloved charitable organizations. Giving back is a huge part of a Rich, Fulfilling Life.

After speaking to 100s of people over the past 3 - 4 months, I have seen so many people make these 3 mistakes! In this video I will talk about the biggest financial mistakes to avoid. These mistakes might look quite small from the outside, but they end up costing huge amounts of money.