Wilson Wealth Management

Wilson Wealth Management Fee Only, Fiduciary, Financial Advice

Fiduciary, fee-only, financial advisory services for individuals and small business in Saskatoon, Saskatchewan and surrounding region.

When reviewing investment performance, compare results to peers. What are the keys to peer performance reviews?
08/18/2021

When reviewing investment performance, compare results to peers. What are the keys to peer performance reviews?

Investors should review investment performance against peer results. How do your individual investments compare to other available assets in the same asset class? And with similar characteristics. In our last episode, we wanted to compare…

When evaluating investment portfolios, select relevant benchmarks for comparison. Indices that match your investments wo...
08/11/2021

When evaluating investment portfolios, select relevant benchmarks for comparison. Indices that match your investments work well.

When evaluating investment portfolio performance, it is useful to compare actual results to relevant benchmarks. In this episode, we consider index benchmarks and how they can be used in portfolio reviews. Especially for passive investors…

Investors use benchmarks to assess portfolio performance. What is a benchmark? What are some common benchmarks?
08/04/2021

Investors use benchmarks to assess portfolio performance. What is a benchmark? What are some common benchmarks?

You created an investment portfolio. Next, you want to review actual performance against predetermined benchmarks. What is a portfolio benchmark? What common benchmarks are used by investors to assess portfolio results? All that and more…

Buy and Hold, yes. Buy and Forget, no. Investment portfolios should be reviewed periodically. What factors impact review...
07/28/2021

Buy and Hold, yes. Buy and Forget, no. Investment portfolios should be reviewed periodically. What factors impact review frequency?

Buy and Hold means holding an asset through your financial objective’s time horizon. But that does not mean Buy and Forget. Periodically review your overall portfolio and individual holdings. Ensure they remain best in class…

Buy & Hold works well investing in diversified assets. How effective is it with non-diversified investments (e.g., stock...
07/22/2021

Buy & Hold works well investing in diversified assets. How effective is it with non-diversified investments (e.g., stocks, bonds)?

In previous episodes, the emphasis was on investing in well-diversified investment products when employing a Buy and Hold strategy. Does Buy and Hold also work with non-diversified assets, such as individual stocks or bonds? All…

Buy & Hold investment strategy tends to work well. But if you "hold", how can you cope with bear markets? A good questio...
07/20/2021

Buy & Hold investment strategy tends to work well. But if you "hold", how can you cope with bear markets? A good question.

A legitimate concern when using a Buy and Hold investment strategy is managing market volatility. How do investors use complementary investment strategies and tactics to reduce risk in bear-markets and short-term fluctuations. All that and…

There are a few valid concerns when using Buy and Hold. What are they? How can these issues be mitigated?
07/15/2021

There are a few valid concerns when using Buy and Hold. What are they? How can these issues be mitigated?

There are valid criticisms when using a Buy and Hold investment strategy. Potentially sub-optimal returns. No bear-market protection. Possible need for a very long time horizon. A review of these legitimate concerns when using Buy…

Buy and Hold investing has its criticisms. Some valid, some less so. A look at the less legitimate concerns.
07/13/2021

Buy and Hold investing has its criticisms. Some valid, some less so. A look at the less legitimate concerns.

There are a few criticisms of investing using a Buy and Hold strategy. Some are legitimate. Some, much less so. With claims that Buy and Hold is too easy, too unsophisticated, too stressful, and is…

Why use a "Buy & Hold" investment strategy? A few potential advantages.
07/08/2021

Why use a "Buy & Hold" investment strategy? A few potential advantages.

What are the potential advantages in using a Buy and Hold investing strategy? For investors: ease of use; consistency with investment theory; promotes good investing habits. Buy and Hold also works well when combined with…

Should you buy investments and hold them "forever"? Or be a more active trader? Another investing debate.
07/06/2021

Should you buy investments and hold them "forever"? Or be a more active trader? Another investing debate.

Another investing debate involves ongoing portfolio maintenance. Should you buy an asset and then hold it “forever”? Or is it wiser to more actively trade investment holdings? At the extreme, high frequency (a.k.a. day) trading…

Lump Sum Investing or Dollar Cost Averaging? Which is right for you? Some final thoughts.
07/02/2021

Lump Sum Investing or Dollar Cost Averaging? Which is right for you? Some final thoughts.

We have now compared Lump Sum versus Dollar Cost Averaging (DCA) investing. Lump Sum may outperform in long run returns. DCA may prove better for “smaller” investors and in dealing with shorter term market volatility…

How can Dollar Cost Averaging help investors build "quality" portfolios? A few thoughts ...
06/29/2021

How can Dollar Cost Averaging help investors build "quality" portfolios? A few thoughts ...

How can Dollar Cost Averaging (DCA) improve investment quality versus Lump Sum investing? While investors can still find quality assets under a Lump Sum strategy, DCA is very useful in building quality portfolios. Especially for…

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