Introducing My Investing Assistant; Dividends

by Brad Ferris on August 22, 2014

I’m a busy person. I have my family, my career, personal interests that take up a few hours here and there. Then I have to eat, sleep, shower, shave, exercise, travel to and from places. There are times I wish I had a personal assistant to help complete certain tasks so I can continue to […]

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Your New Years Portfolio Review

by Brad Ferris on January 2, 2014

All over social media friends, family and colleagues are posting their resolutions for 2014. Some concentrate on living a healthier lifestyle, spending more time with those they care about or stating an ambitious goal they would like to pursue. The early part of any year, for myself, is dominated by personal finances and my portfolios. […]

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Mail Bag: Investment Advisor or D-I-Y Investor?

by Brad Ferris on November 18, 2013

Reader Karin writes, “We have an investment advisor, who seems to have several advantages over us: more access to products and bonds than on our discount broker, more time to manage and research good investments & staff to support. But it costs a lot. We have tried investing on our own before, but got totally […]

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Designing a Dividend Portfolio

by Brad Ferris on November 14, 2013

Over the years I’ve continued to take on the occasional client in my consulting business; helping a few small businesses, individual investors and the odd institutional investor. Over the past 16 months I’ve been working with a couple whose intentions have been to build their own dividend growth portfolio for retirement after being with various […]

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House, Cottage or Investments?

by Brad Ferris on February 19, 2013

Reader Kristin asks, “I’m just wanting to pick your brain for a second. I am a recent university grad, my husband and I bring home about $100,000 a year, we don’t have very much debt, he had two credit cards each with small balances, although out credit could be a little better. We would like […]

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Dividend Portfolio – Design & Diversification

by Brad Ferris on May 14, 2012

Prior to working fulltime as a Registered Nurse I did a fair amount of consulting (while I was attending university) for small businesses, individual investors and the odd institutional investor. Recently I’ve been working with a client who wants to build their own dividend growth portfolio for retirement. Portfolio Construction is one of the most […]

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The Costco Craze – Investor Insider

by Brad Ferris on May 7, 2012

CNBC over the weekend had a feature titled The Costco Craze – Inside the Warehouse Giant that I found very informative as a consumer and also a shareholder of Costco (COST). Back in 2008 I did a short public stock analysis on Costco, titled Taking Stock in COST, that touched upon a number of business principles […]

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Dividend Income is EPIC Reliability

by Brad Ferris on April 16, 2012

Dividend paying stocks are well recognized as an investment that never stops paying you. The advantage to dividend income is that its tax efficient, predictable and pays you to invest capital in often stable and well established businesses. Dividend income is impressive and larger than life because it provides necessary value to an investor in […]

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10 Reasons To Own Dividend Paying Stocks

April 2, 2012

It seems that almost every day another article is published in the media or on a blog about the benefits of dividends. You can’t blame investors for looking for income with fixed income products in 2012 providing negative real returns (after taxes & inflation). Today I’ve got 10 reasons of why you should own some […]

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How Much Are Canadian Banks Securitizing Mortgages?

March 19, 2012

About a month ago, while updating my spreadsheets with finalized financial data for 2011, I found a troubling trend in my bank holdings that’s been bothering my conscience ever since. My exposure to three Canadian banks, TD Bank (TD), Royal Bank of Canada (RY) & Bank of Nova Scotia (BNS), has brought up a serious […]

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