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
Debt doesn’t have to be a big scary word – if you’re using it to build wealth and invest in your future. But how do
Are you a Canadian looking to buy your first home? The Tax-Free First Home Savings Account (FHSA) is a fantastic opportunity for first-time home buyers
Is your portfolio well-constructed? Is it flexible enough to perform well in most environments or is it better suited to specific, rigid conditions? Whether it’s
Want to invest like a pro and make a fortune? Investing like a professional means doing thorough research before developing a plan in order to