A lot has changed…

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.

December 14, 2018

Attention to Detail – December 2018

Zoom Out, Baby, Zoom Out (Safal Niveshak) Talk about a lousy way to end the year; as if the 10% and 8% drops in the S&P500 and TSX at the start of 2018 weren’t enough, the last three months have erased all gains year-to-date. Things are looking pretty rough outside […]
November 9, 2018

Attention to Detail – November 2018

Seth Klarman’s 3 Pillars of Investing (GuruFocus) Investment risk is not the same as volatility. This is a particularly topical axiom given the two market corrections we’ve experienced so far in 2018, and it’s one that’s highlighted by this month’s article (link) which shares the three-pillar investment strategy of Seth […]
October 15, 2018

RESULTS at a glance

U.S. stocks continue to recover from their tumble in February while Canadian markets remain flat year-to-date. This divergence reflects in the CAD/USD exchange rate, which is down 2.5% year-to-date. Long-term bond yields continue to climb in both countries, and while oil has seen a strong rebound, gold has fallen further […]
September 24, 2018

Are the Markets Expensive?

“Buy low, sell high” may be the most renowned catchphrase in all of finance, and rightfully so. It’s a beautiful summation of a sound investment strategy, an adage to help maintain discipline through tough times and exceptional times alike. Even those with little to no investment experience are likely familiar […]
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