Blog

  • Bank Branches Built for Millennials!

    October 24, 2015|By David Lester

      A Goldman Sachs Global Investment Research report shows that 33% of millennials say they won’t need a branch in 5 years. The same report says that 50% of millennials expect Silicon Valley start up companies to modernize banking for the world.  There is a recent shift towards virtual banking, roboadvisors, and away from brick […]

  • Dividends are the Key to My Heart

    October 16, 2015|By David Lester

    We’re having some crazy days on the market for the last month or so and it looks like we’re entering a time of slower economic growth. This new economic cycle will be a time of volatility and fewer company profits which equals less stock price appreciation. To compensate for this slower growth, investors should be […]

  • Make a Mean Bird on a Budget this Thanksgiving

    October 11, 2015|By David Lester

    Thanksgiving can be a VERY expensive holiday.  You have to buy an expensive bird, booze, and tons of veggies and desserts. After an expensive summer holiday with the kids, who has money left for a big holiday now?  Because we LOVE our family and friends so much we still want to make it super special.  […]

  • 5 Ways to Put Your Cash on Cruise Control

    October 6, 2015|By David Lester

    It’s Fall now and there is so much to do that is more fun than paying your bills.  Wouldn’t you rather carve pumpkins, shop for new turtlenecks or take the kids for a drive to see the changing  leaves?  Why not set up your money tasks so that they are off your to do list […]

  • Millions For The Middle Class!

    September 29, 2015|By David Lester

    THANK YOU EVERYONE! My new book from Middle Class to Millionaire is doing so well! It has been such an honour to meet so many of you who are doing well already or who need a bit of a help with the aid of my book. I’ve been from coast to coast doing book signings […]

  • Are Robo-Advisors Right For Millennials?

    September 24, 2015|By David Lester

    There has been a lot of press about these new fangled Robo-Advisors coming to the market and word is that it will be the preferred asset collector for millennials.  So what can these new Robo-Advisors do that old  school advisors or mutual funds can’t do?  Recently Power Financial invested in one of the Robo-Advisor providers […]

  • 5 Money Hacks for Students

    September 17, 2015|By David Lester

      Hey Money Monkeys, It’s back to school time and I thought I’d share with you some of the things I did (years ago!) to stay on top of my money when at school.  If you start building your good money habits when you’re in school, they should stick with you for the rest of […]

  • 5 Ways to Become Debt Free in 10 Years

    September 9, 2015|By David Lester

    Since debt became super cheap after the Great Recession, we all have taken on a ton of of it.  According to a TransUnion report nationally we have an average of $27,000 in non mortgage debt and according to a Manulife Bank report have an average of $190,000 in mortgage debt.  That’s a ton of debt!  […]

  • 6 Ways to Take the “Bite” Out of Visiting the Big Apple

    August 31, 2015|By David Lester

    I just came back from NYC and I wanted to pass on some of my money saving strategies.  I saved money on everything from dining, roaming, hotels, attractions to my cell phone bill.  It is easy to spend a ton in NYC with the exchange rate and higher Manhattan prices and after many trips I’ve […]

  • 3 Easy Investment Lessons

    August 18, 2015|By David Lester

    When I was 9 I had my first mutual fund.  My Grandma and Grandpa had given me money and I took it to my parents’s financial planner to invest.  I had been reading up on mutual funds and knew that “diversification was the only free lunch in investing”.  I’d sit for hours and MANUALLY enter […]

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