Hedge Fund Strategy: Merger Arbitrage

Hedge Fund Strategy: Merger Arbitrage

Trevor Dale, CFA discusses one hedge fund strategy called merger arbitrage. This is what the name would have you assume, it is a strategy around mergers. Further it is trying to take advantage of the pricing discrepancies within the merger, called arbitrage....
Hedge Fund Strategies: Market Neutral

Hedge Fund Strategies: Market Neutral

Most people know the word hedge fund but very few actually know what the term means and even less know how the strategies work. In this episode Trevor Dale, CFA, Founder TK Dale Wealth Management and Creator of MillionDollarMortgage.com, outlines the strategy and how...
Individual Stocks vs Funds

Individual Stocks vs Funds

There is an age old debate about whether to own an individual stock or a fund containing multiple individual stocks. There are many merits to both. In this episode I lay out the difficulties for each, strategies, a specific ETF that I use and how I go about investing...
Real Estate Opportunity

Real Estate Opportunity

There is a new government program coming out which is intended to help first time home buyers purchase places under $590,000 to individuals or couples who have a household income of less than $120,000. It comes in the form of an equity partnership where the government...
Estate Planning & Your Portfolio

Estate Planning & Your Portfolio

Estate planning is something we know we should do but the actual mechanisms of doing so can be a little more complicated. I had a family that has 85 year old grandparents in long-term care, they have a portfolio currently of around $1 million, are selling the...