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...
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Investor Behaviour
US Election and the Stock Market
As our neighbours to the south go to the polls today, we thought that it would be timely to look at the impact that US Elections have HAD on your investments and THE financial markets as a whole. Every four years, investors inevitably focus on the possible outcomes of...
Time is money
“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...
Focus On What You Can Control
We’re entering our second month of the COVID-19 pandemic and it continues to have a lasting impact on all parts of life. New daily routines have been established, as we all do our part to flatten the curve. Instead of panicking, it’s better to step back and focus on...
The Year Ahead
As we meet with clients this year, we are continuing to focus on three main issues. First, understanding how much volatility you can live with. There's no reason to believe that markets won't continue to gyrate – we strive to work through how much short-term...
Reviewing a portfolio too often isn’t good for you OR your portfolio
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...
As Investors did we learn anything last year??
The New Year is a great time to reflect on the events of the past year to see if we can learn anything that could help us in the future. As a Financial Planner and Investor I can think of nothing that can help us become better investors than to look at what happened...
Letting Go of the Why
Watching the constant flow of positive and negative news unfold over the last 20 years has made a number of things very clear to us. First of all, no one really knows what’s going on in the markets in the short term. I remember listening to a very well-respected...
What Can Make You a Better and Happier Investor?
Recording artist Daniel Powter was having a bad day – for much of the summer of 2006. At least that's what his popular song called Bad Day told the world. Anyone who has invested in the stock market can sympathize because they, too, have probably seen their fair share...
Why Does Buy and Hold Have to be Impossible?
Dr. Andrew Lo, a finance professor at MIT, recently shared his thoughts on a long-term, buy and hold strategy in an interview on MarketWatch: “Buy and Hold might sound like good advice because on paper when you take a look at the S&P over the last 10, 20 or 30...
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Recent Posts
The Millionaire’s Mind(set)
There’s an old book we’ve had in our office for over 20 years titled The Millionaire Next Door, which was published in 1996 by Dr. Tom Stanley and his colleague Bill Danko. Every time we open...
Steps to Lower Your Income Taxes
Over the next few months everyone will be gearing up for income tax season. In the year ahead, set yourself up for a more favourable income tax situation in 2023 & 2024. Consider; Maximizing...