Pendulum theory: An imperfect way of understanding the stock market

Pendulum theory: An imperfect way of understanding the stock market

The pendulum theory grew out of Sir Isaac Newton’s 17th-century studies of gravity and physics, particularly his second law of motion. Yet the theory turns up in discussions of all sorts of non-mechanical topics. This includes investors’ efforts at understanding the stock market.
You could sum… Read More

Imperial Oil shares—are they a good investment?

Imperial Oil shares—are they a good investment?

Imperial Oil shares are still a best buy among oil and gas companies
Imperial Oil Ltd (Toronto symbol IMO) is Canada’s second-largest publicly traded oil company, after Suncor Energy. U.S.-based ExxonMobil (New York symbol XOM) owns 69.6% of Imperial Oil.

Imperial has conventional oil and natural gas… Read More

Paying Canadian capital gains tax can save you money

Sometimes it’s better to just pay the Canadian capital gains tax, which can actually save you money and make your investments more profitable.
Investors are always concerned with minimizing their tax liabilities. But sometimes you are better off simply paying your… Read More

What is the best way to undertake a stock portfolio review?

To deal with a fragmented portfolio, you need to perform a stock portfolio review as if all your holdings were in one big account.
 

Today, many households and even some individuals have five or 10 separate investment accounts. These accounts may include RRSPs (regular and spousal),… Read More

What’s the difference between financial planning and portfolio management?

Portfolio management involves choosing investments. Financial planning focuses arranging your affairs to cut your taxes.
 

When investors are considering hiring us to manage their portfolios through Successful Investor Wealth Management Inc., they sometimes ask about the difference between financial planning and portfolio management.

It’s a good question… Read More