Conventional wisdom, or is it?
April 19, 2012
Conventional wisdom, or is it? As you must have read in every newspaper, the first quarter of 2012 was spectacular for worldwide stock markets. The
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.
Conventional wisdom, or is it? As you must have read in every newspaper, the first quarter of 2012 was spectacular for worldwide stock markets. The
Fundamentals of investing 2011 was a good year for those who hid in longer term government bonds and gold. For nearly everyone else, it was
Ulysses: an inspiration in investing The correction we had been waiting for finally arrived, taking the S&P 500 down roughly 20%, enough to be qualified
American debt, European conflicts… The last quarter was dominated by images of popular unrest in Greece aimed at the government’s austerity program demanded by the
The market shrugs off a wall of worries “The market is climbing a wall of worries” and the first quarter of 2011 is the ultimate
As expected, 2010 turned out to be a fairly good year, considering that 2009 was a great one. The US market advanced 15% (in US dollar terms) and the
What a difference a quarter can make! We are now back to the same stock market levels we started with before the spring correction we alluded to in
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
Every spring, millions of Canadians sift through their T4 or RL-1 slips and then pause at a line that often raises eyebrows: Pension Adjustment (Box
Looking back at 2025, the topics you were most interested in shared a common thread: a desire to understand better long-term outcomes in a market