Living on Savings: three scenarios, one conclusion
July 18, 2014
Living on Savings: three scenarios, one conclusion Stock markets worldwide continued to advance during the second quarter: the US market moved up another 4% or
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.
Living on Savings: three scenarios, one conclusion Stock markets worldwide continued to advance during the second quarter: the US market moved up another 4% or
Stock markets at historical valuations Overall stock market indices keep marching on after a wonderful year in 2013 and delivered roughly a 5% increase for
What a year! Sometimes luck helps… WHAT A YEAR! Dividends included, the US market went up 32%, the euro index went up 22.5% and the
Long live Adam Smith First things first: let’s take a long-term view of the stock market represented by the S&P 500 in this case. (We
Volatility: a long time friend Looking at financial markets over the first 6 months of the year, so far, we can definitely call 2013 the
What is an investment? … A refresher course. The first quarter of 2013 was fairly spectacular for the U.S. (up 11%), Switzerland (up 10%) and
Wisdom from legendary investors The year 2012 was a good year for everybody and an exceptional one for Germany (up 31.4% in USD terms). The
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