The year-end bonus is finally a reality!
October 15, 2003
Two consecutive quarters of positive returns! Investors are getting jubilant about the markets. So are the brokers and investment bankers as they see their commissions
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.
Two consecutive quarters of positive returns! Investors are getting jubilant about the markets. So are the brokers and investment bankers as they see their commissions
What a difference a quarter makes! From the gloomy outlook of the last quarter, stock markets around the world staged the best rally since September
Although the results for the first quarter of 2003 have not been stellar, the performance of the month of April has helped eradicate all the
As you can see, the bear market that started in March 2000 at the peak of the technology bubble continued its damage in 2002. Most
The bear market continues its ravage and delivered the worst return since the fourth quarter of 1987. The following table summarizes the price performance of
As you can see, this is an ugly bear market. The US market has actually delivered negative performance during 7 out of the last 9
Signs of an economic recovery abound: consumer confidence is up, so is consumer spending and housing starts in addition to many other indicators. These signs
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