DEEP DIVE
In Depth Article – Heavy on the facts and details definitely for the committed reader.

Rob's Read

Peter Lynch:
The Barry Sanders of Investing

AWealthOfCommonSense.com:

"One Up on Wall Street is one of the first 5 or 6 investing books I read early on in my career when I still knew nothing about how the markets operate. I enjoyed it mostly because Lynch’s affection for the markets is infectious. His love for the game of investing leaps off the pages from that very first story about vacationing in Ireland during the 1987 crash. Wanting to learn more about Lynch and his sensible investing approach, I devoured his follow-up, Beating the Street. If One Up on Wall Street was the introduction to Lynch’s “buy what you know” style of investing, Beating the Street was the graduate-level course."

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Rob McClelland RFP, CFP, HBA Vice President, Co-Branch Owner, Senior Financial Planning Advisor The McClelland Financial Group of Assante Capital Management Ltd.

DEEP DIVE
In Depth Article – Heavy on the facts and details definitely for the committed reader.

Lifestyle

Canadians with pre-existing health issues struggling to find affordable life insurance

TheGlobeAndMail.com:

"Like millions of Canadians, Tim Potter is living with a serious medical condition that has made it difficult, if not impossible, to secure meaningful life insurance.

The Halifax father of seven was diagnosed 26 years ago with Type 1 diabetes.

While his wife quickly obtained insurance coverage a decade ago, the stay-at-home dad was denied coverage. It has left him worried about his wife and young family’s welfare when he’s no longer around."

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Carlo Cansino FMA, FCSI, CFP Senior Financial Advisor The McClelland Financial Group of Assante Capital Management Ltd.

LIFESTYLE
Light Read – Fun and Enjoyable!

Lifestyle

I’m Not A Snowplow Parent —
I Want My Kids To Fail

CBC.ca:

"I remember one day when my daughter, who was in Grade 3 at the time, came home in tears. The cause wasn’t friend drama, bullies or scraped knees.

No, no. She had received a 9 out of 10 on her latest spelling test.

I didn’t understand what was happening. I couldn’t make out her words in the midst of her snuffles and sobs. Gradually, I pieced it together. She had only ever received a perfect mark on spelling tests and was having a super hard time with this “failure.” After trying to point out that this was still a very good mark, and appealing to first logic (nope) and then her history of excellent marks (not interested), I changed my approach."

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Amber Mazurkiewicz Marketing Manager The McClelland Financial Group of Assante Capital Management Ltd.

DEEP DIVE
In Depth Article – Heavy on the facts and details definitely for the committed reader.

The 2010s: A Decade in Review

Dimensional Fund Advisors:

"Imagine it is early January 2010 and you are reading a review of the financial markets. Investors have been on a roller coaster over the past three years, living through the stress of the global financial crisis and market downturn of 2008–2009, then experiencing the recovery that began in March 2009 and is still going strong.

Investors who rode out the market’s slide are beginning to be rewarded. But the rebound is 10 months old, and markets have a long way to go to reach their previous highs. Opinions are mixed about what might unfold in the coming year. A December 2009 headline in the Wall Street Journal underscored the uncertainty: “Bull Market Shows Signs of Aging.”1 The publication pointed out that, although stocks have rallied and indices are on the rise, worries are mounting in some quarters that the market is running out of steam."

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Carlo Cansino FMA, FCSI, CFP Senior Financial Advisor The McClelland Financial Group of Assante Capital Management Ltd.

Millennial MOMENT
Light Read – Need to know information for the Millennial in you

Millennial Moment

The secret to success is a question of habit. Here's 10 powerful habits practiced by top executives, and a guide for how to perfect them.

BusinessInsider.com:

"The new year (and decade!) always brings a renewed energy. We're excited about change, eager to set resolutions, and have a newfound willingness to work on ourselves.

However, most people fail to conquer their resolutions because they don't create new habits around the behaviors that they want to change.

Building new habits isn't hard, but it does require diligence, discipline, and commitment to following a plan for at least 60 to 90 days. The key is to start small and pick one or two habits you want to focus on. Once those habits are ingrained, you can add more over the course of the rest of the year. "

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John Iaconetti B.A.S., Spec. Hons. Administrative Studies (Finance) Financial Advisor The McClelland Financial Group of Assante Capital Management Ltd.

LIFESTYLE
Light Read – Fun and Enjoyable!

Lifestyle

What’s the best way to pay down debt?

MoneySense.com:

"After buying her parents’ fixer-upper, Paula racked up $85,000 in debt. She’s looking for strategies to help reach her goal of paying it off within four years.

Q. I am retired and have money coming in every month from my company pension and Canada Pension Plan (CPP) totalling about $3,400 net per month. I bought my parents’ home and paid for it in full, in cash. But it needed a lot of work and I went into debt in order to cover the maintenance and renovations. I now have total debt of about $82,430. Which of these debts should I pay off first? "

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Michael Ams B.Com. Strategic Associate The McClelland Financial Group of Assante Capital Management Ltd.

THINK SMART
Podcast – Listen to Mike and Rob and their latest thoughts and industry insights

Think Smart

Investment Mistakes We Have Made Along the Way

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