The Unbiased Advisor
101 Ways to Avoid Costly Investment Mistakes, Make More Money and Achieve Financial Health
Book description:
More than ever, Canadians must rely on their investment decisions to determine their families’ security and ensure their retirement. But how many investors are actually receiving unbiased, easily understandable and practical advice on their investments? Are they selecting the right level of risk? Do they know what a reasonable rate of return is in today’s market? And are they making mistakes now that may compromise their future retirement plans?
Warren MacKenzie has over 20 years of experience in the investment industry. Through his company, Weigh House Investor Services Inc., he offers unbiased, straightforward check-ups for every level of investor. He’s seen the common and costly investment mistakes Canadians make and the obstacles that every investor faces. Covering all aspects of financial planning, including choosing a financial advisor; market basics; measuring and controlling risk; paying less tax; and avoiding common financial pitfalls, MacKenzie offers 101 concise, action-oriented prescriptions for healthy investing. Readers will learn how to:
- Take action to reduce risk and improve returns.
- Ask your financial advisor the right questions.
- Determine whether your investment portfolio is efficiently designed to reach your goals.
- Ensure that your portfolio has a reasonable level of diversification.
- Design your portfolio for maximum income tax efficiency.
Praise for The Unbiased Advisor
"Street-smart advice from an industry veteran.." Ellen Roseman, author of Money 101 and Money 201.
"In a perfect world, every advisor would be unbiased, in this one, investors need help finding those who are truly unbiased. This book points the way." Jonathan Chevreau, author of the The Wealthy Boomer: Life After Mutual Funds.
"Well worth reading, with information everyone should know." Lillian Morgenthau, president, Canadian Association of Retired Persons.
"This book makes you aware of the risks of certain products and strategies. It's a learning experience for all investors." Stan I. Buell, president, Small Investor Protection Association.
