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 US stock market gained 17% in Canadian Dollar terms. The technology sector, driven in part by the FAANG Stocks (Facebook, Apple, Amazon, Netflix and
We have received several questions from our clients regarding the attractiveness of many alternative investments and private equity funds. Usually the sales pitch for those
US markets seem to continue to climb a wall of worry driven by events around a President who is more interested in being in the
We are sorry to report that the financial markets seem to disagree with the media assessment of President Trump’s popularity. Notwithstanding the fact that it
2016 was a year when we saw plenty of action in the financial markets, be it stocks, bonds, currencies, you name it. But above all,
Within the process of building and maintaining your long term financial well-being, achieving a reasonable rate of return on your investments is the obvious main
As we write this quarterly letter, we have been inundated by news on the “Brexit” issue. Markets turned volatile over the last few weeks, starting
How to get a handle on the TRUE cost of investing.
If you pay into your employer’s pension plan or have access to a stock purchase program, you probably use dollar-cost averaging or a periodic investment strategy without even realizing it.
“Free-trading” online brokerages like Wealthsimple and Robinhood aren’t as “free” as they claim to be, and in fact, earn money from your investments in several different ways.
It’s time to clear the air around your investments.