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Making the most of your assets

The 2018 version of BFM Investment 101 is now available at


https://tinyurl.com/BFM-Invest101
 

 

How did you do since 2009

How Are Your Mutual Funds Performing?


9 years ago, on March 9th 2009, U.S. stocks reached a low following the great financial crisis.  There are thousands of mutual funds investing in U.S. stocks. Unfortunately, the majority perform poorly compared to indices like the S&P 500, Dow Jones...

Start to save today

 

Start to save today

 

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This newsletter was first published in June of 2018

Inflation steals your savings

Inflation Steals your Savings


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Future portfolio performance

Long-Term Capital Market Expectations


"Prediction is very difficult, especially if it's about the future" Nobel Prize-winning physicist Niels Bohr wrote.

How are your mutual funds and ETF performing?

How Are Your Mutual Funds and ETF Performing?


Ten years ago, on March 9, 2009, U.S. stocks reached a low following the great financial crisis.  

Can you time the market?

Can you time the market?


Building a better financial future

Building Your Financial Future Now (Videos in English and French)



Please find a video (in English) with important financial concepts including savings, retirement planning, tax planning, and investments:

Impact of 1% better returns

A small increase in returns dramatically improve your retirement


Your financial health may be good since the performance of U.S. stocks is excellent (+400% since March 2009), improving your portfolio performance by only 1% can sustain retirement spending an additional 12 more years!

Financial moves to make before the end of the year

15 financial moves to make before the end of the year



It’s almost 2020… do you have a customized financial plan to help you reach your goals and dreams?

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