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There is a sense that Artificial Intelligence (AI) is poised to define the next decade. Its impact on industries, societies, and daily life may be profound, reshaping how we work, communicate, and innovate in ways that were previously unimaginable…
The new Tax-Free Savings Account (TFSA) contribution limit for 2024 was released last month, and it is $7,000, bringing the TFSA dollar limit from $88,000 to $95,000 (assuming you were 18 in 2009). The TFSA is an amazing account for Canadians, but for many new...
As you (hopefully) find time for relaxation in the last few weeks of summer, we wanted to leave you with some food for thought and a timeless reminder of successful long-term investing: Reviewing a portfolio too often isn’t good for you OR your portfolio...
We spend a lot of time speaking about managing emotions and investor behaviour. Setting expectations is a big part of that. Now, why would setting realistic expectations be so important to our client’s long-term experience?
Canada announced a brand-new account for Canadian Residents to save for their first home purchase, which began April 1st 2023. The Tax-Free First Time Home Savings Account (FHSA) adds yet another financial account acronym for Canadians to wrap their head around. So...
The last 12-15 months have undoubtedly tested investor’s patience. Many factors – inflation, rising interest rates, and choppy equity markets are seemingly converging all at once, which has led to the abundance of recession headlines for 2023. In times like...
In North America, the majority of investors get their financial market updates from television and news media sources. Inevitably, that means over the past couple weeks your morning headlines (which are primarily geared to the USA) would have read something along the...
It is a crazy time right now with wars, record fuel prices, supply shortages, rising interest rates, and the most overvalued housing market in the world (to name a few!). We could write paragraphs on how each of these would impact (or ultimately not...
As we talk to investors, we find that many of them behave the same way. That is they behave like speculators and primarily focus on the price of what they own. They forget to look “under the hood” to understand the value of what they own. This seems to be because...
On March 20th 2020, the S&P500 index (a main stock market reference to judge the US economy) was down 34% from its previous high reached that February. During that span, we witnessed one of the most volatile stretches in stock market history. The pandemic...
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Given the events that have transpired over the past few weeks, it seems like a good time to pass along a friendly reminder that changing your investment plan based on emotions and market conditions...
Planning for retirement can feel overwhelming, especially when trying to figure out how much you really need to retire comfortably. While there’s no single answer for everyone, a few key benchmarks...