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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....

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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...

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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...

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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...

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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...

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Monthly – June 2019

Monthly – June 2019

Last month things got spicy, with the US S&P 500 down 6.6% in May and as the markets love to do, the S&P 500 was up 6.9% in June. This roller coaster is to be expected and people should get used to volatility. It is a part of life. I don't run from it, I don't...

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Retirement Acceleration Syndrome

Retirement Acceleration Syndrome

Retirement Acceleration Syndrome is when someone expects to retire in the next 5-10 years and every day that goes by, they think about retirement more... more leaving them focused on getting OUT of a job rather than focusing ON their job. The want to accelerate their...

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May 2019

May 2019

This month we look at the following: Market recap Pivotal shift for TK Dale Wealth and how it deals with clients Wealth tip of the month Market Recap: The markets are allusive to many and remain a cloud of confusion. Markets largely sold off in May with the US...

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The Real Reason Money = Divorce

The Real Reason Money = Divorce

Trevor Dale talks about the real reason behind money being a major reason that couples get divorced. It isn't because of money itself. It is from a lack of understanding of yourself first. Then once you are absolutely clear about what you want beyond a level that you...

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Experience TK Dale Wealth & Get The Most Customized & Elite Financial Planning You've Ever Had!

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4 Experience TK Dale Wealth & Get The Most Customized & Elite Financial Planning You've Ever Had!

Step #1: Enter Your Name & Email Address...

Step #2: Click the Button Below to Get Access To the Case Studies!!

AMAZING! LET'S GET STARTED!

Experience TK Dale Wealth & Get The Most Customized & Elite Financial Planning You've Ever Had!

Step #1: Enter Your Name & Email Address...

Step #2: Click the Button Below to Get Access To the Case Studies!!

AMAZING! LET'S GET STARTED!

Experience TK Dale Wealth & Get The Most Customized & Elite Financial Planning You've Ever Had!

Step #1: Enter Your Name & Email Address...

Step #2: Click the Button Below to Get Access To the Case Studies!!

AMAZING! LET'S GET STARTED!

Experience TK Dale Wealth & Get The Most Customized & Elite Financial Planning You've Ever Had!

Step #1: Enter Your Name & Email Address...

Step #2: Click the Button Below to Get Access To the Case Studies!!

AMAZING! LET'S GET STARTED!