Workshop

Investment Workshop 60: Should Questrade Users Sign Up For Passiv?

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The Wanderer retired from his engineering job at a major Silicon Valley semiconductor company at the age of 33. He now travels the world, seeking out knowledge from other wealthy people, so that he can teach people how to become Financially Independent themselves.
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Passiv is a company that I’ve been aware of for some time and have been wanting to partner with us for years. Basically, Passiv looked at the challenges that people face trying to DIY manage a passive, index-based ETF portfolio like the one we teach in our Investment Workshop and said “let’s make an app for that!” Taking all the repetitive tasks of tracking multiple accounts and rebalancing and wrapping it all up into a cool visual GUI, Passiv always intrigued me as something that would help our readers, but what always irked me was their price. To unlock all the […]

Investment Workshop 59: Are Robo-Advisors Compatible With FIRE?

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The Wanderer retired from his engineering job at a major Silicon Valley semiconductor company at the age of 33. He now travels the world, seeking out knowledge from other wealthy people, so that he can teach people how to become Financially Independent themselves.
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If you’d like to follow along with our Workshop and you’re interested in trying out Robo-Advisors, please click the below banner to open an account. While our Workshop is free, we use affiliate links to support the site so that we can keep offering this for free. Plus, you’ll get your first $10,000 managed for free! Over the past few weeks, we’ve examined Robo-Advisors, what they are, how they work, and we even took one out for a test drive to see what the user experience was like. So today, as we wrap up our Robo-Advisor investigation, let’s try to […]

Investment Workshop 58: Funding our Wealthsimple Accounts

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The Wanderer retired from his engineering job at a major Silicon Valley semiconductor company at the age of 33. He now travels the world, seeking out knowledge from other wealthy people, so that he can teach people how to become Financially Independent themselves.
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If you’d like to follow along with our Workshop, please click the below banner to open an account with Wealthsimple. While our Workshop is free, we use affiliate links to support the site so that we can keep offering this for free. Plus, if you open an account with this link, your first $10,000 will be managed for free! OK so we’ve opened our accounts, we’ve set up (and tweaked) our portfolio allocations, and our ETF makeup has been picked out for us. So what’s our next step? Let’s get some money invested! Linking Your Bank Accounts with Wealthsimple The […]

Investment Workshop 57: Tax Loss Harvesting

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The Wanderer retired from his engineering job at a major Silicon Valley semiconductor company at the age of 33. He now travels the world, seeking out knowledge from other wealthy people, so that he can teach people how to become Financially Independent themselves.
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Today we’re going to go over a strategy that can be used to reduce your future tax bill on your investment portfolio, which just so happens to be super relevant right now: Tax Loss Harvesting. What Is Tax Loss Harvesting? When you’re still working your way towards your FI target, you’ll generally by only buying ETFs. Even if the market goes wonky and your target allocations go out of whack, you should be able to rebalance back to target by redirecting your monthly cash injections towards assets that have gone down. This is generally the right thing to do, because […]

Investment Workshop 56: How Does the WealthSimple Portfolio Stack Up?

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The Wanderer retired from his engineering job at a major Silicon Valley semiconductor company at the age of 33. He now travels the world, seeking out knowledge from other wealthy people, so that he can teach people how to become Financially Independent themselves.
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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 the crux of WealthSimple’s value-add: Their portfolio design engine. How does WealthSimple take those responses from the questionnaire and translate that […]

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