To sell or not to sell, that is the question.
July 17, 2026
February 2009: In the middle of the biggest financial crisis since the depression of 1929, this bull market was born. Today, it is in its
Every three months, the partners and portfolio managers collaborate on a summary of the state of the economic world as it pertains to your portfolio and our approach. Below, you will find links to our archives.
February 2009: In the middle of the biggest financial crisis since the depression of 1929, this bull market was born. Today, it is in its
Navigating War My oh my! How quickly the narrative can shift. Since the beginning of 2026, the U.S. stock market has navigated a complex tug-of-war
If 2024 was the year of the breakout, 2025 was the year the stock market climbed a historic “wall of worry.” As the year began,
Continuing a bit on the theme of our last quarterly letter, which talked about how the market “climbs a wall of worry,” and the closing
My oh my! How fast things can change in the capital markets. The S&P 500 reached an all-time high of As we were writing the
My oh my! How fast things can change in the capital markets. The S&P 500 reached an all-time high of 6,144 on February 19th of
2024 turned out to be a very good year for equities in North America: the US market (the S&P 500) is up 25% and the
The most common critique of diversification surfaces at the worst possible time. During a broad market selloff, an investor with holdings spread across sectors, geographies,
If you’re an entrepreneur thinking about selling your business, the first question that often comes to mind is: “How much is my company worth today?”
Most business owners spend years building their holding company, reinvesting profits, growing a portfolio, and watching value compound. Few pause to ask a fundamental question:
When we think about retirement (QPP vs OAS) one of the first questions that often comes to mind is: “What will my sources of income