Blog
Charles Wilton – Portfolio Management
I invited Charles Wilton, Private Portfolio Manager at Raymond James to discuss why most people don’t know how to make money in their investment portfolio. Charles is a veteran. He explains in plain-English the fundamental flaw that is contained in our DNA that encourages us to make the wrong decisions at the wrong times in…
Business Owners: Four Ways To Protect Your Turf…
Republished with permission from Built to Sell Inc. Warren Buffett famously invests in businesses that have what he calls a protective “moat” around them – one that inoculates them from competition and allows them to control their pricing. Big companies lock out their competitors by out-slugging them in capital infrastructure investments, but smaller businesses have…
August 9th, 2011 – Stock market action commentary
Markets have been trading for two sessions now since the US was downgraded by S&P. While the net effect is a decline in stock prices and bond yields (bond prices higher), markets shot ahead today after the US Fed committed to keep interests rates low until at least mid-2013. Volatility has been stunning with vicious…
Mike Flux – Investment Market Review and Update
As the week progresses, all indications are that we are in for another volatile one. However, I thought I would pass along some summary points from a call I just got off of with Jeff Guise, CIO Connor, Clark & Lunn Investments and Mike Flux, VP Connor, Clark & Lunn Private Capital. The result of…
Mike Flux – Investment Review and Outlook Q1 2012
Fly On The Wall Webinar Series Hello everybody and welcome to another one of IRONSHIELD Financial Planning’s “Fly On The Wall” webinars. If this is your first time tuning in to a “Fly On The Wall” recording, let me quickly explain to you what this is. You are going to experience what it’s like to…
Business Owners – Where to start, when your growth stops…
By: Scott E. Plaskett, CFP & John Warrillow Why would two companies in the same industry, with the same financial performance, command vastly different valuations? The answer often comes down to how much each business is likely to grow in the future. The problem is that a lot of successful businesses reach a point where their…
Business Owners – 9 Warning Signs You’re a Hub-and-Spoke Owner…
By: Scott E. Plaskett, CFP If you were to draw a picture that visually represents your role in your business, what would it look like? Are you at the top of a traditional Christmas-tree-like organizational chart, or are you stuck in the middle of your business, like a hub in a bicycle wheel? As anyone…
Dennis Serre – Individual Pension Plans
Fly On The Wall Webinar Series Hello everybody and welcome to another one of IRONSHIELD Financial Planning’s “Fly On The Wall” webinars. If this is your first time tuning in to a “Fly On The Wall” recording, let me quickly explain to you what this is. You are going to experience what it’s like to…