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

A Stock to Sell: Marijuana stock faces too many obstacles to profit

The growing trend toward marijuana legalization has spurred a great deal of investor interest.

2 min read

Pat McKeough

Wealth Management

Real estate investing tips for investors looking to get into the market

Are you in the market right now for a real estate investment? If so, be sure to follow these real estate investing tips

4 min read

Scott Clayton

Wealth Management

A Secular Bull Market Will Very Likely Push Prices Higher Than Expected for Investors

A secular bull market rises more than other bull markets, but both are similar. Recognizing the characteristics of secular bull markets, and using a conservative approach to building your diversified portfolio, will help you invest with confidence

4 min read

Pat McKeough

Wealth Management

The Best Investments For Retirement: How To Save More For Your Golden Years

The best investments for retirement will include RRSPs, dollar-cost averaging, and diversified holdings

3 min read

Pat McKeough

Wealth Management

Why you should avoid following just one investment indicator found in research studies or elsewhere

While research studies can provide perspective, they rarely provide investment indicators you should bet on.

4 min read

Pat McKeough

Wealth Management

You’ll seldom find the limelight focused on the best investment ideas

The best investment ideas for your portfolio will rarely be found in the media limelight

4 min read

Pat McKeough

Wealth Management

Stock market corrections don’t follow any predictable schedule or cycle

You can’t predict stock market corrections, and trying to will inevitably hurt your returns

3 min read

Pat McKeough

Wealth Management

Investor Toolkit: “Sell in May and go away” may mean wasted investment opportunities

“The saying ‘Sell in May and go away’ is based on an approach to the stock market that works only sporadically. It could actually cost you money if you go along with it.”

4 min read

Pat McKeough

Wealth Management

What is Pat’s commentary for the week of February 22, 2017

Dear Inner Circle Member,

Here’s the text of the most-recent letter I sent to our Portfolio Management clients in late January:

“In 2017, déjà vu could turn out to be the investor tool of the year.

History always tries to repeat itself, but never quite succeeds—especially in the stock market....

15 min read

Pat McKeough

Wealth Management

Wealth building strategies for long-term investing success

Here are some wealth building strategies that will help boost your long-term portfolio gains

4 min read

Pat McKeough

Even the most disciplined DIY investors have blind spots.

Don’t let decades-long progress be undone by one mistake.

Get a free professional second opinion on your portfolio.

GET A SECOND OPINION

Testimonials

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Chuck Chakrapani, PhD
Investors Association of Canada
The older I get the better dividends look. For retirees and would-be retirees who want to sleep at night, I can’t think of a better source of information on reliable growing dividend income than Pat McKeough’s newsletter, Dividend Advisor.

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Financial Post Columnist
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John Sartz
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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.

Walter H.
Inner Circle Pro subscriber

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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.