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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.
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...
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...
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...
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...
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...
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...
As most of our long term clients can attest, our constant focus is on controlling not only our, but also our clients’ behaviour so that we all become great long-term investors. We do this by restraining our natural tendencies towards greed and fear when dealing with...
The reason is that it is something we CAN control and it matters – a lot! DALBAR is a quantitative research firm that uses data from the Investment Company Institute (ICI), Standard & Poor’s and Barclays Capital Index Products to compare mutual fund investor returns...
The Wall Street Journal had a great article a few weeks ago regarding a training simulation for pension plan trustees. A number of teams competed with one another and at the end of the simulation their results were analyzed to see how they performed. The analysts...
Ever heard the saying, “BUY LOW, SELL HIGH”? Now’s the time to consider it!! As I write this, the world’s largest economy is on life support and has been requiring emergency medical intervention to keep it alive after suffering multiple traumas in a nasty financial...
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As schools are back in and fall creeps up on us, it's a great time to focus on improving our financial literacy. Here’s are a few important things to remember along the way; Set Financial Goal:...
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...