Technology has made the world smaller. Things move fast and things change even faster. The news, views, and concerns of the world make it to our screens in the matter of seconds. When it comes to wealth management and investing, it can be hard to keep perspective.
WDS proudly announces that Derek Dedman has attained the highest level in the investment industry, portfolio manager. Portfolio manager is a position that a person must work his way up to over the course of a career. After all, portfolio managers are ultimately responsible for making the final investment decisions […]
We aren’t. There are more than enough experts to tell us what will and won’t happen after the UK voted to leave the European Union. Many are the same voices—only days ago—who vehemently predicted a stay victory. Newspaper, radio and TV headlines speak of stock market declines around the globe; […]
The 2015 Federal Budget changed the rules governing registered retirement income funds, or RRIFs, to allow seniors to preserve their tax-sheltered assets for longer. These changes apply to all types of RRIFs, including Life Income Funds (LIFs) and other locked-in retirement accounts. The government lowered the RRIF minimum withdrawal percentages […]
“Emotions are the most important determinant of long-horizon wealth.” – C. Thomas Howard, PhD. Is there truth to Dr. Howard’s unorthodox statement that you need to know about? When you invest, you make choices. One of the main trade-offs is the level of risk you are willing to bear […]
Each month we’ll lift the lid on what WDS does behind the scenes to invest well. It is attention to such details, over the course of time that allows you to accumulate wealth and attain financial security. GuruFocus – Why Cash Is King This article (link) explains the free cash […]
In life certain things are taken for granted; assuming a standard of care when dealing with professionals is usually one of them. For example, when searching for a new doctor there are many things to consider before making your choice: clinic location, tenure, specialization, bedside manner, etc. Whether a […]
Stocks rose in the first quarter of 2017. Long-term bond yields fell in both Canada and the US, with positive impact on fixed income returns. Gold prices have appreciated, too. The price of oil dropped in March. The Canadian dollar shows little change against the U.S. dollar despite lower oil […]