HoolisWealthLogo-Web

 PrimeEarningYears-Collage

This 10-part prime earning years blog series focuses on what’s required to achieve investment goals
based on your objectives, your time horizon and your risk tolerance.


What's Your Investment Style?

What's Your Investment Style?

Too often, investors hold too many investments thinking it’s the best way to spread the risk and protect their wealth. While it is absolutely true that diversification is key to a successful portfolio, you don’t have to be everywhere. Over-diversification can work against you because it means you have so little in multiple investments you won’t benefit from investments on the rise. Think about it: if you have $30,000 in 30 different investments of $1,000 each, how are you going to make money? You’re not.

read more

Why Is It So Hard To Buy Low & Sell High?

Why Is It So Hard To Buy Low & Sell High?

Of course, as a smart shopper, you want to buy clothes, shoes, cars, furniture, travel--you name it--when it’s on sale. It’s just good sense. Everyone likes to get a deal. So you check the item to make sure there are no holes, tears or any other type problem and make the purchase. However, for many people, that same approach is tossed out the window when it comes to buying investments. Why? In a word, fear.

read more

Why Do People Say: When You Purchase A Mutual Fund, You Are 'Buying' The Fund Manager?

Why Do People Say: When You Purchase A Mutual Fund, You Are 'Buying' The Fund Manager?

Put simply, actively managed mutual funds are the result of the work of their managers. It’s the manager that researches the huge number of investment products available and then chooses and buys the ones that best reflect their investment style. As an investor, you are paying for their strategy, smarts and style. Here are a few key pieces of information you should know when investing in a mutual fund: When you put money into a fund you get the advantage of affordable diversification.

read more

Diversification Does Not Mean Buying As Many Investment Types As You Can

Diversification Does Not Mean Buying As Many Investment Types As You Can

Too often, investors hold too many investments thinking it’s the best way to spread the risk and protect their wealth. While it is absolutely true that diversification is key to a successful portfolio, you don’t have to be everywhere. Over-diversification can work against you because it means you have so little in multiple investments you won’t benefit from investments on the rise. Think about it: if you have $30,000 in 30 different investments of $1,000 each, how are you going to make money? You’re not.

read more

Is Gold A Safe Haven?

Is Gold A Safe Haven?

When markets spiral down, investors have traditionally sought shelter in gold. That faith is misplaced. Research from CNBC shows that when the S&P 500 or the Dow are down 6% in a week, gold trades negative the majority of the time. When the Chinese market is down 10% in a week, gold trades negative about half the time.

read more

The Impact Of World Events On Investing

The Impact Of World Events On Investing

Geopolitical unrest, acts of terror, tsunamis and tornados, crashing currencies, stalled growth and falling commodity prices can all create fear among investors. And that fear typically pushes markets downward. In today’s era of social media and the 24-hour news cycle, market panics are faster and more furious than ever. The problem: all that noise can scare investors into making emotional rather than strategic decisions....

read more

Nervous About Retirement?

Nervous About Retirement?

You don't have to be. There are many questions when deciding how to invest and planning for retirement. Watch the Q&A video with Allan Small regarding important factors to consider.

read more

When The Stock Market Falls, What Should You Do?

When The Stock Market Falls, What Should You Do?

When the stock market falls, people tend to panic. Watch this Q&A video with Allan Small to learn what are the steps you should be taking.

read more

How To Reduce The Cost Of Investing Without Sacrificing Returns

How To Reduce The Cost Of Investing Without Sacrificing Returns

Reports show Canadians pay some of the highest fees in the world to manage their mutual fund investments, according to a story in the National Post. And while it's true Management Expense Ratios can run between 2% and 3%, it is also true that in life you get what you pay for......

read more

Make Sure You Have An Investment Strategy

Make Sure You Have An Investment Strategy

There are many reasons why people want to invest -- some save to purchase a bigger home, others are planning to help their kids with post-secondary schooling and many are simply planning their retirement dream. What’s required to achieve these goals varies from person to person, however, for most, it comes down to three things: your objectives, your time horizon and your risk tolerance....

read more

Meet Allan Small

Recent Articles & News

Phone: 416 332 3863
Toll Free: 1 866 402 2641 x6602
Fax: 416 412 8046
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

LOGIN TO YOUR ACCOUNT

2075 Kennedy Road, 5th Floor
Scarborough, ON M1T 3V3
Google Map

26 Wellington East, Suite 900
Toronto, ON M5E 1S2
Google Map