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Warren Buffett’s 90/10 Portfolio

Warren Buffett – The 90/10 Portfolio  The 90/10 Portfolio is a portfolio that is designed by the expert investor Warren…

canada, CRM2Plus, CRM2Plus software, financial advisor, financial reporting, Performance Reporting, portfolio analysis software, warren buffett

Index Funds

There are many different investment assets that one can invest in. In this blog, we tackle investing in index funds.…

CRM2Plus, finance, fintech, index funds, investment, investments, personal finance, portfolio, stock market

Why Hire a Financial Advisor?

Most people have a hard time talking about money. A reason can include not having financial literacy. Hiring a financial…

CRM2Plus, finance, financial advisor, financial planning, investment, investments, money, personal finance, portfolio

Why Does the Stock Market Go up over Time?

This is a question that many people ask: why does the stock market tend to grow in value in the…

CRM2Plus, finance, financial planning, Financial Software, fintech, investments, personal finance, portfolio, stock market

Investing in Gold

If you are an investor, you know the challenges of making a decent return on your investment portfolio because of…

CRM2Plus, finance, financial planning, gold, investing in gold, investment, investments, money, money management, personal finance, portfolio, precious metals, stock market

Benchmark Investing

An assortment of benchmarks can be used to compare how a portfolio is performing relative to various market segments. Financial…

CRM2Plus, finance, financial planning, investment, investments, money, money management, personal finance, portfolio, saving, stock market

Permanent Portfolio

Does the Permanent Portfolio really protect you from market volatility? We use the CRM2Plus software to test if it truly performs…

finance, financial planning, fintech, investments, lazy man portfolio, permanent portfolio, personal finance, portfolio, stock market

DCA Example

Going back to the example in the Dollar Cost Averaging post: For example, Greg is a new investor with $1000…

canada, Canadian, dollar cost averaging, finance, financial planning, Financial Software, investment, investments, money, money management, personal finance, portfolio, stock market

Counterfactuals: Demonstrating the Value of Your Advice

It may be the case that one of your clients saved a significant amount of money by listening to your…

CRM2Plus, CRM2Plus software, finance, financial planning, financial reporting, Financial Software, investment, investments, money management, Performance Reporting, personal finance, portfolio, saving, stock market, strategies

What Should I Invest In?

Disciplined investing is a great way to consistently grow your wealth over time. There are many different types of financial…

CRM2Plus, finance, financial planning, investments, money, personal finance, portfolio, retirement, stock market

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