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

Use these best investment research tools to guide you in building a well-balanced portfolio of high quality stocks

Using our three-part Successful Investor approach, in addition to our other best investment research tools, will help you build a more stable, profitable portfolio

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Wealth Management

Holding consumer products stocks in your portfolio adds diversification—and protection against economic downturns

Regardless of the economy, consumer products stocks profit from continual customer demand. Learn more and find one of our recommendations here.

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Wealth Management

Investing in Crypto or Stocks: Which is Safer for Your Portfolio

Considering whether to buy crypto or stocks? Investing in top stocks makes a lot more sense than buying crypto and we explain why in this article.

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Wealth Management

Looking for the best low-risk stocks for your portfolio? Here’s how to do it

Finding the best low-risk stocks includes zeroing in on factors like hidden assets, as well as a history of profits, dividends, and industry dominance

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Wealth Management

Successful Investor tips for developing a winning retirement income strategy

It’s important to develop a retirement income strategy that fits your particular investing needs. Still, all investors following the Successful Investor approach can benefit from these top tips.

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Wealth Management

Buying from a list of popular stocks is not the best investment strategy

Choosing investments from a list of popular stocks can lead an investor into trouble because of the broker/media limelight—where stocks can appear to be better investments than they are.

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Wealth Management

Your guide to dividend investing to maximize your long-term portfolio gains

A top guide to dividend investing must include some of the lesser-known parts of a successful dividend strategy, including DRIPs and tax benefits

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Wealth Management

Building the Best Conservative Portfolio for Long-Term Growth

Learn how to develop the best conservative portfolio for years of long-term investment growth. We even include a top blue-chip stock pick for you.

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Wealth Management

What is a Good Amount of Stocks to Buy? Find Out Now

If you are asking the question, “What is a good amount of stocks to buy?” then you should consider our recommendations on this key portfolio-building topic.

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Wealth Management

The best stocks for conservative investors will include these key factors

Including the best stocks for conservative investors in your diversified portfolio will help you make superior gains over time. Learn more here.

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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.