The Treasure Hunt…In a Mine Field
January 10, 2023
2022: a perspective on annual stock market returns in the last 100 years Now that 2022 has ended, we can say it has been a
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.
2022: a perspective on annual stock market returns in the last 100 years Now that 2022 has ended, we can say it has been a
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%.
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