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Are you on the right track with your investments?

Are you on the right track with your investments?

by Rockmoor Wealth | Asset Allocation, Blog, investment, Investment Planning

When the market is going up, investors frequently develop unrealistic expectations about what kind of long-term yields they can expect from their investments. Before the stock market crash in 2008, investors often saw returns of 15 to 20 percent, and they thought...
Why A Financial Advisor Makes a Difference in Net Returns Over DIY Investing

Why A Financial Advisor Makes a Difference in Net Returns Over DIY Investing

by Rockmoor Wealth | Asset Allocation, Blog, investment, Investment Planning

You’ve likely heard of online services that offer DIY investing where technology and algorithms make all the decisions. And you may have wondered – is it worth hiring a financial advisor when you can save on fees with a DIY approach? We’ll explain the primary...
The Problem With Mutual Funds

The Problem With Mutual Funds

by Rockmoor Wealth | Asset Allocation, David LeNeveu, Investment Planning, Retirement Planning

The problem with mutual funds if you’re not using portfolio management services, is that your portfolio of investments in your RRSPs, TFSAs, and other accounts likely hold a number of mutual funds that have been picked by yourself, suggested by a friend, or...

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  • 2022 Year End Tax Tips and Strategies for Business Owners
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About Rockmoor Wealth Management

Located in Nanaimo on Vancouver Island, Rockmoor Wealth Management is a team of wealth management specialists with decades of experience specializing in providing quality financial advice in areas of financial planning, investments and insurance.

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1-250-618-0386

Info@RockmoorWealth.com

204-5160 Dublin Way
Nanaimo, BC, V9T 0H2
Canada

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