CONTACT US

The Money Blog

Be in the know.
News, videos and articles to increase your financial knowledge.

Waiting to Apply Jul 28, 2020

 

Your personal insurance record and when waiting to buy insurance actually protects you!

A personal story from Dallas, one of our advisors...

Here’s the deal - I have great life,...

Continue Reading...
Investing vs. Trading: What’s the Difference? Jul 13, 2020

Both investing and trading attempt to profit in the financial markets, so what’s the difference?

The conversation of trading has come up daily with clients, asking if they should set up their...

Continue Reading...
Maximizing Your Insurance During a Pandemic debts insurance investing lifeinsurance mortgage protection retirement savings Jun 30, 2020

Are you avoiding updating your life insurance because of the current pandemic?  The uncertainty of your budget/cashflow and committing to a longer-term policy when times are tough?

I get it,...

Continue Reading...
How a $150 Billion industry is taking over Wall Street bad investments betting covid dave portnoy day trading hertz investing investing for beginners robinhood investing sports betting Jun 15, 2020

I came across a very unique article this morning that speaks to the shift in market, knowledge and FOMO (fear of missing out) that has hit the retail investor.  

Have you taken some...

Continue Reading...
BCV - Recent Trading Activity - May 2020 bcv bulletin canadian natural resources cnq may 2020 su suncor trading waste connections wcn wealth management May 15, 2020

SELL: Suncor Energy Inc. (TSX: SU)

We have exited our position in Suncor Energy Inc., a large Canadian integrated oil producer.

Energy stocks have experienced one of the most significant downturns...

Continue Reading...
1 2 3 4 5
PARALLEL WEALTH NEWSLETTER

Want Helpful Finance Tips in Your Inbox?

You're safe with me. I'll never spam you or sell your contact info.