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Tag: investment

Index Funds

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

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 … More

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

Investing in Gold

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

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 … More

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

DCA Example

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

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 … More

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

Monitoring Your Performance

Why are you investing? What are your goals? Any person investing or looking into investing should have these goals in … More

CRM2Plus, CRM2Plus software, finance, Financial Software, investment, investments, personal finance, portfolio, RRSP, saving

Timing the Market

If you had the ability to know for sure what’s going to happen in the future, you’d be a billionaire. … More

finance, investment, investments, investor, personal finance, timing, timing the market

Dollar Cost Averaging: A Breakdown

Dollar Cost Averaging (DCA) is an investment strategy designed to reduce investment risk due to price volatility by putting money … More

dollar cost averaging, Financial Software, investment, investments, investor, strategies

CRM2plus Inc.

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