The Easiest Way to Get Started on Investing

September 14, 2017 Jelani Smith 0

Successful investing involves creating an auto system – once you get started, it becomes much easier to manage. Getting started is the hard part… 80% of millennials are not invested in the stock markets. More than 40% believe they don’t have enough money, and 34% said they don’t know how to get started (CNBC). Getting started shouldn’t be as hard […]

Robo-Advisors: Investing Shortcut for Millennials

June 24, 2017 Jelani Smith 1

One of the most common personal finance related questions I get is “how do I start investing?” When you think of investing, you may think of stock trading, equity research, and portfolio monitoring. It can be time consuming, especially when you have a full time job and/or studying in school. The solution to this is robo advisors – my favourite […]

Robo-Advisors: The Future of Investing?

December 13, 2016 Jelani Smith 0

Traditionally, we have been going to financial planners for wealth management services. These services would range from retirement planning, to saving up for large purchases, such as a down payment on a house. Robo-advisors have been ‘disrupting’ this traditional model of financial planning, especially among millennials. According to a study from Wells Fargo, only 16% of millennials claim that they […]

What is an ETF?

August 21, 2016 Jelani Smith 0

Exchange Traded Funds (ETFs)  are alternatives to Mutual Funds, where Management Expense Ratios (MERs) are usually a fraction of the price. MERs are the costs to keep the funds active. These costs include but are not limited to, operational costs, and trading costs. The MERs are typically passed on to the Mutual Fund/ETF holder. For example, a MER of 1% […]

The Underrated ETF

October 3, 2015 Pooja P 0

When we think of making money in finance, several options run through our minds. We all know stocks jump to the top of the list. It’s reasonable; stocks are awesome, they’re sexy, they’re high risk and we love it. Stocks are the bad boy of finance- you just know when you see some guy roll in the street in his […]

Stock Selection: To Buy or Not to Buy?

June 10, 2015 Jelani Smith 2

A mini guide to choosing the right stock… What to look for in a stock? Picking the right stock does involve a mixture of technical and fundamental analysis. Overlooking one aspect of the stock selection process can be a costly mistake, affecting the value of your portfolio. It’s important to do your homework before selecting a stock, and not to […]

3 Rules To Successful Investing

February 5, 2015 Jelani Smith 5

Equities are known to have higher volatility over the short run; hence they’re considered more of an investment for the longer term, where there is typically an uptrend. Many equity investors go into the market with the objective of making the highest Return on Investment (ROI) possible, however it is important for them to keep in mind the three basic […]