Invest
Investment Workshop 56: How Does the WealthSimple Portfolio Stack Up?
- Investment Workshop 56: How Does the WealthSimple Portfolio Stack Up? - February 10, 2020
- Investment Workshop 55: Wealthsimple - February 3, 2020
- Investment Workshop 54: What About the Robo-Advisors? - January 27, 2020
Hello again and welcome back to the Millennial Revolution Investment Workshop! New readers, please click here to start from the beginning. Last week, we took a look at WealthSimple’s user interface. Since the entire point of Robo-Advisors is to be user-friendly, I was expecting a pretty, easy-to-understand flow and in this case, WealthSimple didn’t disappoint. But to be honest, pretty much every Robo-Advisor is user-friendly. A Robo-Advisor that opens up with a view of complicated charts and spreadsheets wouldn’t last 2 days in this space before going down in flames. But we do know that behind that user-friendly sheen is […]
Investment Workshop 55: Wealthsimple
- Investment Workshop 56: How Does the WealthSimple Portfolio Stack Up? - February 10, 2020
- Investment Workshop 55: Wealthsimple - February 3, 2020
- Investment Workshop 54: What About the Robo-Advisors? - January 27, 2020
Hello again and welcome back to the Millennial Revolution Investment Workshop! New readers, please click here to start from the beginning. So today we’re going to take one of these Robo-Advisors out for a test drive. Sound like fun? That’s because it is! Our Robo-Advisor that we’ll be evaluating will be WealthSimple. Why WealthSimple? I’ve actually been following WealthSimple for a few years now and have really been impressed by their company’s growth from a relatively small Toronto-based fin-tech startup into the stable, mature company it’s become. At various times, I’ve also played around with their interface and have always […]
Investment Workshop 54: What About the Robo-Advisors?
- Investment Workshop 56: How Does the WealthSimple Portfolio Stack Up? - February 10, 2020
- Investment Workshop 55: Wealthsimple - February 3, 2020
- Investment Workshop 54: What About the Robo-Advisors? - January 27, 2020
Hello again and welcome back to the Millennial Revolution Investment Workshop! New readers, please click here to start from the beginning. Hello again! It’s been awhile, hasn’t it? We first did the Investment Workshop in late 2017, and since then I’ve been inundated with emails saying how helpful it’s been (thanks everyone!), but one glaring question people keep asking me is: What about Robo-Advisors? So I thought now would be a great time to address this by adding a section about them to the end of our existing Investing Workshop. While my own personal investing style is to do everything […]
Why The Banks Are Out To Get You
- Investment Workshop 56: How Does the WealthSimple Portfolio Stack Up? - February 10, 2020
- Investment Workshop 55: Wealthsimple - February 3, 2020
- Investment Workshop 54: What About the Robo-Advisors? - January 27, 2020
So over the break we opened up our email and saw this: Hello and Happy New Year! I’m very much enjoying your book, Quit like a Millionaire, and have a question regarding Chapter 10, specifically on the ability to purchase index funds without a fund manager. Was this set up and purchase of the index fund referenced in Chapter 10 conducted within or outside of Canada (i.e. under “How to Steal from Wall Street” section pg 98 in my book copy)? I am in Canada and have been informed by my financial institution that I’m unable to purchase index funds […]
Our 2019 Finances Part 2
- Investment Workshop 56: How Does the WealthSimple Portfolio Stack Up? - February 10, 2020
- Investment Workshop 55: Wealthsimple - February 3, 2020
- Investment Workshop 54: What About the Robo-Advisors? - January 27, 2020
Continuing on from last week’s 2019 spending roundup, I thought I’d take today to give an update on the earnings side of our 2019. How did our Blog/Book Do? I’ve said this before, but I never expected to make any income once we retired. I’d used the POT score (for those of you with college-bound kids or are looking to switch careers, use this score to evaluate and compare degrees) in Quit Like a Millionaire to figure out which degree would increase my income the most per dollar spend on education, but who knew that you could actually make money […]
