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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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Remember, successful people ACT towards the future they want!
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...
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). ...