Tag: investment advice

Why Income Investing Will Not Give You Income | Common Sense Investing

In my last two videos I talked about high yield bonds and preferred shares. These are two alternative asset classes that investors venture into when they are seeking higher income yields. I told you why you might want to avoid those asset classes. Today I want to tell you why focusing on investing to generate…

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Tell us about Guardian Wealth?

Guardian Wealth was formed in 2005 and it’s run by myself and my business partner, Jim Doyle. Our client base would predominantly be in around the Dublin and the Greater Dublin area, into the Midlands and definitely then down into the South-East, but I suppose we’ve been in business so long that at this stage…

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This Is Why We’re Here | Assante Wealth Management

Recently an old friend of mine asked me how long Lori and I have been living the dream, which reminded me that we are, thanks to you. Commuting my pension was the biggest decision of our lives. And you understood that our questions about money, were really questions about our future. We gave you our…

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Roger and Lori – Retirement – Assante Wealth Management

[Roger]: What Assante did for Lori and I almost six years ago, we had made the decision to stop our regular work and and come in to do something that we both enjoy. My goal was to work until age 60 and then buy the purchase of this property with the idea of establishing it…

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Tarina and Robert – Business Owners – Assante Wealth Management

Tarina: We’ve been with Assante ever since we got married 23 years ago. Robert: We were trying to find somebody who could help us understand our finances and basically set us up for for the future. We really wanted a long-term plan and that’s why we decided to go with with Assante. Tarina: I think…

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Why The Wealthy Barber won’t act as executor for even his closest friends

Friends asked me, often, to help their kids with a project. I always say yes. Friends asked me, often, to speak at their weddings, including their second ones. I always say yes. Friends ask me, often, to look at their personal finances. I always say yes, begrudgingly. Friends asked me, often, to be the executor…

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Transferring wealth: How to prepare the next generation | Family Matters by Tony Layton

In the coming years, an estimated 400 billion dollars will transfer from one generation of Canadians to the next. Unfortunately, research indicates many of these transfers will not go smoothly. Too often, there will be family disputes, poor financial decisions and squandered wealth. That’s why it’s so important to plan the transfer of wealth by…

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Melanie – Major Life Transition – Assante Wealth Management

So about five years ago, I reached out to make an appointment with my financial advisor Deborah. I had shared about how I was a ‘live for today’ type of personality, life wise as well as budget wise. Deborah said, “That’s fine, but you still need to be planning for your future.” My husband got…

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