Client Login
Stay informed and on top of your finances with valuable insights, financial news and helpful tips that will bring a fresh inspiration towards growing your wealth.
Income tax season is now upon us… the time of year where your mailboxes have filled up with tax slips and receipts as you gather your documents to prepare your 2020 tax returns. We can hear the angst in client’s voices when they ask our advisors “so, do I owe more...
Remember: Patience is a virtue Although the best investors understand the importance of patience, it is one of the most difficult skills to learn as an investor and portfolio manager. You’ll often hear the expression “patience pays off”, but what does that actually...
“Compound interest is the eighth wonder of the world. He who understands it, earns it ... he who doesn't ... pays it. - Albert Einstein Even in the early 20th Century, Albert Einstein knew that compound interest had the potential to change lives. It is suggested that...
We are now past the end of the third quarter in what continues to be an eventful year for not only our health, but financial markets and the economy as well. In light of all that investors have been through, we thought it might be worthwhile to briefly summarize where...
With large single day stock market moves of up to 10% or more earlier this year, some of us may have been asking the question…WHY? It is common for investors to crave simple explanations for stock market movements, perhaps searching for a sense of certainty, in a...
“In an information-intensive, fast-moving world where instant gratification is prized, I would make the case for the rewards of practicing patience” says Tony DeSpirito, Chief Investment Officer for US Equities at BlackRock Inc., one of the world’s largest...
By now we may have experienced an “official” bear market which is defined as a temporary correction in the equity markets of 20% or more. As always, at this point in the market cycle, with fear in the air…there’s lots to debate and little to resolve. There are,...
Some investors may view others moving towards a new investment idea as a “rush” and a great chance to cash in on a hot new industry. The classic investor emotion of “fear of missing out” has yet again taken control of those looking to invest in the soon-to-be...
The more we watch the media the more important it is to remind ourselves of what constitutes proven investment truths. We would like to give credit to an article by Ben Carlson at www.wealthofcommomsense.com for putting together 36 investment truths that serve as a...
I recently read Richard Thaler’s book called “Misbehaving” which reviews the history and studies done within the field of Behaviourial Economics – how human behaviour (regarding financial decisions) affects people and the economy. Richard coined a phrase called...
C
Download your copy for free today!
Remember, successful people ACT towards the future they want!
Optimism encourages a long-term prospective, it reduces emotional reactions, promotes discipline, helps you view challenges as temporary setbacks, and allows you to ride out periods of...
As our neighbours to the south go to the polls early November, we thought that it would be timely to look at the impact that US Elections have had on your investments and financial markets as a...