Investment Club Meeting on December 17, 2024 (Webinar)
Ellen's Investment Club (Toronto Central Investment Share Club) Regular Session December 17, 2024, 7:00 – 9:00 P.M By videoconference 1) The Globe and Mail's Report on Business published an article by Dan Hallett, vice-president of research at Highview Financial Group, on Sept. 5. He was raising a concern that probably applies to many of our investing club members. The headline is "Aging DIY investors must plan for succession." Here’s a link: https://www.theglobeandmail.com/gift/df41b4d21dc8e30953dba041b19a5fdd36b3f6c0eecbb54437f85d9413326212/MI2KLSWP2RC4XATRMWDDXJY7Z4/ Last week, Steadyhand Investment Funds did a blog post on the same topic, with the headline, "DIY Investing? How to ensure your family isn't left holding the bag." Here's a link: https://www.steadyhand.com/personal_investing/2024/11/14/diy-investing-how-to-ensure-your-family-isnt-left-holding-the/ Dan Hallett suggests that DIY investors in their 60s, 70s and 80s should consider movi...