Your money mindset is the prevailing attitude that you have towards your finances. It governs how you make key financial decisions every day and has a big impact on your ability to achieve your financial goals. Ensuring you have a positive money mindset will allow you to have a better chance of reaching your financial goals.

The holiday season is just around the corner and is a great time to cozy up and read a book. While finance books may not be your first choice for a holiday read, they may inspire you to make positive financial changes in the upcoming new year – or they could make great gifts! With so many great books to choose from, and so little time to read, we’ve narrowed the list down to 5 recommendations you to consider this holiday.

The holiday season can mean that your wallet will take a hit with extra spending on traveling, gift-giving, dining in, and dining out. If you’re already looking to start budgeting for the new year – here are a few tips on how to get started.

Most people have good intentions to save what is left of their income after paying necessary expenses. The problem is that there are many ways to spend your monthly paycheck that can result in not having much money left to save. So what do people mean when they say, “pay yourself first”?

There are stringent rules within the investment industry known as KYC (Know Your Client) regulations which lay out the information an Investment/Portfolio Manager needs to gather to be able to choose the most suitable investment products and services for each individual client.

But there are no such regulations specifying what clients should know about their Investment/Portfolio Managers. The onus is on you or your designated financial fiduciary to Know Your Manager (KYM).

In this article, we provide an essential KYM checklist to find the Investment/Portfolio Manager best suited to your needs and objectives.