The Empowered Investor

Now that you know the key obstacles that can derail you, we’re switching gears and starting to look at the planning and building side of becoming an empowered investor. Today we’re kicking things off with our series on one of the two key roadmaps for the empowered investor, financial planning. Creating a financial plan is an essential step for every investor since it provides a framework and actio...

What does it mean to properly diversify an investment portfolio? And why is it so hard for many investors to maintain that proper diversification over long periods? Diversification has become one of those topics everyone talks about, but many investors still aren’t confident that they have good levels of diversification. That’s a big problem since one of the greatest pitfalls of investing is not d...

As an investor, it’s natural to want to outsmart the market. When you combine that with the discomfort of a volatile market like we are currently experiencing, it’s easy to see why timing the market and chasing performance are so tempting. The noise we spoke about in previous episodes always gets louder when we’re in uncertain times. Friends, family and the media are probably telling you to be rea...

As the great economist, John Kenneth Galbraith said, “There are two kinds of forecasters: those who don't know, and those who don't know they don't know.” It’s human nature to be drawn to stories. We all want someone to tell us how things will turn out and throughout history, people have used predictions to gain power. We see the same cycles play out in financial media and services. From journalis...

One of the biggest challenges of investing is being able to stop mistakes from occurring. It's one of those areas where the winner can be the person that makes the least mistakes. An investment philosophy that aligns with your goals and personal financial affairs is crucial for achieving financial security. It steers the decision-making process and stipulates how your money will be managed across...

Long-term investment success is based on two crucial elements: following winning principles and conquering the obstacles along the way. Today we’re taking a look at the latter. Although the details of investment success look different for every investor, we’re all aiming for the same goal - financial security. Along the journey, there’s one big obstacle that can trip up even an experienced investo...

Welcome to the first episode of The Empowered Investor. Today we’re introducing ourselves to you and sharing the foundational principles of the Empowered Investor. Join us on this inspiring journey, hosted by Keith Matthews and Marcelo Taboada. Keith Matthews is the author of The Empowered Investor: A Guide to Building Better Portfolios , and a Partner and licensed Portfolio Manager at Tulett, Mat...