Coreen's Blog

Unbiased Investor: Why and How to Limit Financial Decisions

Coreen Sol, CFA

September 21, 2022

If you'd like to contribute to the conversation, you can read how Wiley & Sons summarizes Unbiased Investor: Reduce Financial Stress & Keep More of Your Money. The back cover is posted online at your ...

A Professional Strategy Sample: Using a RESP to Your Advantage

Coreen T Sol

May 09, 2022

Financial strategies are learnable, repeatable and are reliably consistent in application. For example, a Registered Education Savings Plan (RESP) is a tax shelter flexible enough for more than just s...

5 Reasons Why Women May Be Better Investors

Coreen T Sol

October 31, 2020

Ongoing research in behavioural finance is unearthing alarming consistencies in how we act around money and stark differences between men and women.

Money Illusion and GIC Investing

Coreen T Sol

October 10, 2020

Risk averse investors are often more affected by money illusion that those who invest in stocks.

Portfolio Program Rebalancing

Coreen T Sol

June 11, 2020

Heading into the summer, and after a significant stock market rally, we are taking profits and reallocating them to preferred shares and short-term fixed income.

Financial Planning during the Pandemic of 2020

Coreen T Sol

March 30, 2020

Below are some essential resources and financial planning assistance for clients and their families; details on pricing issues during extreme volatility; and an update on Telus shares post-split.

Categories

Unbiased Investor: Why and How to Limit Financial Decisions

A Professional Strategy Sample: Using a RESP to Your Advantage

5 Reasons Why Women May Be Better Investors

Money Illusion and GIC Investing

Portfolio Program Rebalancing

Financial Planning during the Pandemic of 2020

Archives