Ellen's Investment Club (Toronto Central Investment Share Club) Regular Session October 22, 2024, 7:00 – 9:00 P.M By videoconference 1. Member introduction 2. Approve agenda We have been offered a speaker from a well-known Canadian economic research firm, Rosenberg Research & Associates, established in January 2020. Founder David Rosenberg is a fixture on social media and mainstream media with a reputation as being bearish ahead of the crowd. You can follow him on X.com (@EconguyRosie) He also has a YouTube channel under the name, Rosenberg Research. You can read his bio and see what he’s doing at https://www.rosenbergresearch.com . “Dave’s Menu of Products,” it says, “are tailored to the active investor.” When I got an email with a free trial offer, I decided to sign up. The firm’s flagship publication, Early Morning with Dave, arrives weekdays at 7:41 am. His son Jacob, who works with him, said his dad starts writing it at 4:10 a.m. each day. The Oct. 17 edi...
Ellen's Investment Club (Toronto Central Investment Share Club) Guest Speaker: Ales Eisner March 18, 2025, 7:00 – 9:00 P.M By videoconference We have a guest speaker, a self-taught investor, to kick off the meeting at 7 pm. Ales Eisner is an early retiree, having left his IT job at age 48. He keeps busy with leisure pursuits and writing about investing at his website, https://canadianmoneytalk.ca , as well as acting as a mentor for people who need money advice. He’s not a certified financial planner, so he charges a reasonable fee of $50 an hour to work with them. My background is in IT. I achieved financial independence in my early 40’s, and stopped working in IT at 46. I have a net worth of over six million Canadian dollars, and live off the proceeds of my portfolio more than comfortably. I would like to help you achieve the same time freedom and financial independence that I have. You can find him doing videos on social media at https://canadianmoneytalk.ca/contact , (YouT...
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...
Comments
Post a Comment