Wealth Management

Wealth management is the practice of putting your savings to work so that it continues to grow over your lifetime and will also benefit your heirs. Wealth management encompasses many different areas of investing like long term investment planning and retirement planning.

If you’re new to investing, a good place to start managing your wealth is to consult your tax preparer or accountant. They may be able to provide you with financial planning services. They may also be able to refer you to somebody who can.

There are three types of professional wealth management services you can use.

A full service stock broker - A good stock broker is one who understands investing and who has the integrity to settle conflicts of interest in the client’s favour. Good stock brokers can provide an effective and economical way to manage your investments. But if you are going to use a full-service broker, take the time to find a broker you can trust.
A discount stock broker - A discount stock broker will simply carry out buy and sell orders for their clients, and charge lower commission rates than full-service brokers. You pay even lower commissions if you trade stocks online, instead of placing orders over the phone.
Portfolio managers - A portfolio manager is someone who fully manages your wealth portfolio and has a fiduciary responsibility to make sound investment decisions on your behalf. Portfolio managers are more stringently regulated than full-service or discount brokers.

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Wealth Management

What is risk tolerance in investing? What you need to know to boost your portfolio returns

What is risk tolerance in investing? The amount of risk you can or are willing to take in relation to potential returns. Diversification is one way to cut risk, but we have a lot more tips for you

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Pat McKeough

Wealth Management

Take our investment risk quiz to test your investing knowledge

Complete our investment risk quiz to test your understanding of the riskiest investments out there—and to discover the ideal risk level for your investing temperament

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Pat McKeough

Wealth Management

The best gold investment plan leads you away from bullion toward stocks

Understand the history of gold as an investment and as a currency to build the best gold investment plan for portfolio gains

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Pat McKeough

Wealth Management

You need to know more beyond stock split definitions to make sound investing decisions

Utilize our stock split definition and more to help you boost shareholder returns—plus a look at spinoffs

3 min read

Pat McKeough

Wealth Management

Here’s how to select stocks for investment success and maximum portfolio gains

Learn how to select stocks for investment success and also how to best fit them into a well-diversified portfolio

4 min read

Pat McKeough

Wealth Management

Avoid the most popular stocks today, because the “limelight” can end up costing you money

Investing in the most popular stocks today will most likely hurt your long-run portfolio returns. Here’s why.

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Pat McKeough

Wealth Management

Discover how to build an investment portfolio for beginners that kick starts an investing career

Learn how to build an investment portfolio for beginners by following these three guidelines for long-term portfolio profits

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Pat McKeough

Wealth Management

Understand Canadian Bond Market News to Steer Clear of Losing Picks

Recognize that Canadian bond market news may be a sign of continued losses for bonds, and that you can protect your portfolio with other types of stocks

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Pat McKeough

Wealth Management

Some investors are taking the inverted bond yield curve as a warning sign of a recession. Here’s our view.

We see little reason to take a modest inverted bond yield curve as a believable signal of an upcoming recession, for two reasons. Here they are:

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Pat McKeough

Wealth Management

Here are some tips on how to choose retirement investments for superior portfolio returns

Learn how to choose retirement investments that will let you profit from the best stocks to buy on the market today

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Pat McKeough

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The cornerstones of Pat’s strategy–value, diversification and timelines–make his newsletter, The Successful Investor, highly profitable while minimizing risk. His advice is no-nonsense, down-to-earth and based on solid research. You’ll know what to invest in and what to avoid.

Chuck Chakrapani, PhD
Investors Association of Canada
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Subscriber since 1996. Inner Circle Member Since 2006
The newsletters I receive in Inner Circle Pro are fantastic! I have been following Pat’s advice for years and everything he has said has been amazing. His commentaries are brilliant, insightful, educational, rational and balanced. My returns are almost double the TSE and I have referred many of my friends who have switched over to your services.

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Inner Circle Pro subscriber

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Juniors to Giants: The Complete Guide to Mining Stocks

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Browse Topics

Blue Chip Stocks

Blue chip stocks are big, well-established, dividend-paying corporations with strong business prospects. These are companies that also have sound management that should be able to make the right moves to keep competing successfully in a changing marketplace.

Dividend Stocks

Dividend stocks make cash payouts that serve as a way for companies to share the wealth they’ve accumulated. These payouts are drawn from earnings and cash flow and paid to the shareholders of the company. Typically, these dividends are paid quarterly, although they may be paid annually or even monthly as well.

Value Stocks

What are value stocks?

One of the sweetest and most profitable pleasures of successful investing is to buy high-quality “value stocks” (or stocks that are reasonably priced, if not cheap, in relation to its sales, earnings or assets), then hold on to them as mainstream investors recognize the value and push up the share price.

Growth Stocks

Growth stocks are companies that are likely to have sales and earnings growth well above market average. Frequently they pay few, if any, dividends. Instead they typically reinvest any extra cash flow to promote further growth. Chosen wisely—according to Pat McKeough’s advice—high-quality growth-oriented stocks can be worthwhile additions to most well-diversified portfolios.

ETFs

What are ETFs?

ETF is an acronym for exchange traded fund.. These exchange traded funds are used to track indexes as closely as possible, since investors cannot actually buy an index outright.

How To Invest

Pat McKeough has been making investing for beginners simple—and profitable—by helping investors make big gains for more than 25 years. His advice to beginning investors is the same as it is for all investors: buy high-quality, mostly dividend paying stocks (or ETFs that hold these stocks) and evenly spread your investments over the five main economic sectors (Resources, Manufacturing, Finance, Utilities and Consumer). Pat also believes investors should avoid stocks in the broker/media limelight and focus on those with hidden or little-noticed assets.

Wealth Management

AI Investing

Artificial intelligence (AI) is essentially the merging of today’s big computing with big data. This has resulted in breakthroughs in everything from creating machines to recognize faces with more accuracy than a human, to the development of chatbots able to collect, organize and simplify all the Internet has to say on any topic.

Spinoffs

One of the ways a company can try to unlock its own hidden value is by creating a separate company out of a corporate subsidiary. The parent company can either sell stock in the new company to the public, or spin it off—hand the stock out to its own investors.

Penny Stocks

A penny stock in general trades for under five dollars a share, and as the name implies, sometimes for pennies. Most of the time they’re young companies, or start-ups in speculative markets like mining or technology.

Mining Stocks

Mining stocks are investments in companies that produce or explore for minerals. Some of these minerals include uranium, coal, molybdenum (which is used in steelmaking), copper, silver and gold. They are affected by fluctuating commodity prices in addition to their own business and operating risks.

Energy Stocks

What are energy stocks?

Businesses that work in the extraction, refining and delivery of energy sources such as natural gas, oil, uranium and coal, are considered energy stocks.