How To Do A Background Check On Your Advisor

The victims of Bernie Madoff and Earl Jones didn’t see what hit them until after the fact. These poor swindled investors all thought these were stand-up guys. Don’t make that same mistake – con men are smooth operators. Take a few minutes and do your own digging – here’s how: How To Do A Background [...]

Take My Quiz – Test Your Investor IQ

I put together a simple Investor IQ Quiz that I’d like you to take. The real reason I’m posting this is to see how well I’ve learned some new software I just purchased (which creates quizzes) as I’ll be using it to create the KYA (Know Your Advisor) form – so hopefully people will be [...]

Questrade Promotion: $50 in Free Trades

Note: this is an affiliate program which means that any time someone signs up for this offer, I will potentially receive monetary compensation in the future. I’ll explain my thoughts on why I accepted participation in this affiliation below… If you do just a bit of searching on the web you’ll find lots of useful [...]

Planet Orange – An Attempt To Teach Young Kids About Money

Without a doubt, pretty much everyone I’ve met thinks that society as a whole needs to do a better job (any job?) teaching our young ones about money in general. Throw in a financial crisis and education on money matters is more top-of-mind than ever. But where and when do you start? The earlier the [...]

US Debt Clock

The US Debt Clock which was installed on the face of a Manhattan building made headlines months ago because this second generation version of the original US debt clock had run out of capacity: it only had room for 13 digits (not including cents!). Since the US national debt surpassed $10 trillion, there are plans [...]

Earl Jones

You may want to share this with friends and family, tweet it, or share it via other social media like StumbleUpon, Digg, Reddit, etc. This is a simple, but very important post. If you haven’t heard by now, there was a “financial planner” in Montreal who defrauded Canadian (and some US) investors of an estimated [...]

Glassdoor.com

My brother sent me a link to an interesting website: Glassdoor.com. This site allows users to anonymously share their salaries and job titles and the site compiles the data for all registered users to see (you have to register and submit your details to see everyone else’s info, but you don’t have to submit your [...]

Credit Card Payoff Calculator

Do you carry a balance on your credit cards? This handy calculator will allow you to see just how long it will take you to pay off your balance based on the payments you are making. PLUS it will also calculate what monthly payment is required to pay your balance off in a desired time [...]

The Money Belt Website

Ken Kivenko from CanadianFundWatch.com (an incredible resource for Canadian investors) kindly sent me a link to a website that is published by the Financial Consumer Agency of Canada. The Money Belt (www.themoneybelt.gc.ca) is designed to increase financial literacy in Canada (mostly aimed at younger Canadians aged 15-29, but there are some tools that are applicable [...]

The Grid

So yesterday I gave a brief description of the “Compensation Grid”. Today, I’m going to give an example of what a real grid might look like. Across the top, we have the gross commission generated by an individual transaction. Down the left hand side, we have the gross annual commissions generated by the broker. For [...]