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.
Reasons to own equities over the long-term, regardless of their inherent volatility After a drastic drop that lasted the first 15 days of the quarter,
To avoid getting seasick, keep your eyes looking on the horizon 2015 has not been a good year for stock pickers in general, and especially
Forecasting…Do you actually need it to be successful? The third quarter was quite brutal for the stock markets around the world. Most indices were down
All you wanted to know about risk but were afraid to ask Stock markets have been relatively flat over the last three months. The biggest
Staying the course – one investment at a time We thought that you might want to know how we stand over the long term after
Quotes for thought for year-end reading As we write this 4th quarterly comment, we can’t help but think about how lucky we were for last
Let discipline guide you through the market’s ebbs and flows, not headlines Although stock markets around the world were more volatile at the end of
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.