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.
The push and pull of inflation and interest rates, full employment and millions of jobs unfilled, unchecked demand and broken supply chains, exuberant investors, and
First of all, with summer having just begun, we hope you have a chance to have a wonderful family holiday before autumn arrives. We would
As the day winds down on March 31, 2022, we find ourselves living in interesting times. Government spending and budget deficits, fuelled by historically low
We have been extremely busy investing in our company and our systems and processes to better serve our clients. At this point we wish to
There is one concept of risk that we would like to address: the concept of volatility as a risk.
The first quarter of 2021 ended with equity markets posting another positive return of around 5%.
As 2020 fades into history, it will not be a year that is soon forgotten.
Investing in real estate used to be only possible for super-wealthy investors or institutions. That is, until Real Estate Investment Trusts, or REITs, were created.
The price-to-earnings ratio or P/E ratio is a tool for assessing a company’s valuation. This straightforward, quantifiable metric allows you to compare companies operating across
Trading stocks involves more than just securing the best price. Investors also try to control the timing and the number of shares traded through different
Personal finance expert Dave Ramsey’s recent suggestion that retirees should be able to withdraw 8% of their portfolios in their first year of retirement, adjusted