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Evan Neufeld Evan Neufeld

Overwhelmed With Your Money? Try These 3 Simple Steps

Finances can be overwhelming and stressful at times. If you don’t know where to start, try these three beginner money tips to get on track. They’re simple and effective in organizing your finances, building something for the future, and switching up your mindset.

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Evan Neufeld Evan Neufeld

Your Investment Approach: Diversification vs. Concentration

Some influential people have called diversification something “for idiots.” But it’s actually a critical part of your investment approach. Here’s what you need to know about diversification vs. concentration so you can make the right choices in your investment portfolio.

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Evan Neufeld Evan Neufeld

Your Investment Approach: Active vs. Passive

Active vs. passive investing is always a raging debate in the finance community. But what do each of them really mean? And what are the pros and cons of active vs. passive investing? Here’s what you need to know so you can develop your investment approach.

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Evan Neufeld Evan Neufeld

Your Investment Approach: Tactical vs. Strategic

How you allocate assets in your portfolio will depend on whether you choose a tactical vs. strategic investment style. With tactical, you’re moving things around a lot whereas strategic portfolios remain more static. Here’s what you need to know to develop your own investment approach.

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Evan Neufeld Evan Neufeld

Your Investment Approach: Stocks vs. Bonds

Understanding stocks vs. bonds is an essential first step to building your own investment approach. The mix of both that you choose for your portfolio is called your asset allocation—here’s what you need to know.

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Evan Neufeld Evan Neufeld

Why You Need to Build Your Own Investment Approach

Dogmatic and general internet advice isn’t going to help you reach your investment goals. That’s why you need to develop a personal investment approach. It’ll help you make the right decisions, know what questions to ask, and change your strategy over time.

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Evan Neufeld Evan Neufeld

6 Benefits of Working With a Financial Advisor

Financial advisors are like the personal trainers of the money world. They can help cut through the noise online and give you tailored, specific advice for your situation. Here are 6 benefits of working with a financial advisor, as discussed on episode 61 of The Canadian Money Roadmap podcast.

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Evan Neufeld Evan Neufeld

7 Financial Mistakes to Avoid in Your 30s

Understanding personal finance and getting yours in order is important at any age. But, there are some unique challenges and opportunities for people in their 30s. Here are 7 financial mistakes to avoid in your 30s, as discussed on episode 60 of The Canadian Money Roadmap podcast.

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