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.

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September 24, 2018
Published by Richard Coffin at September 24, 2018
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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 […]
June 19, 2018
Published by Richard Coffin at June 19, 2018
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Tariffs and Trade War – What They Mean for Us

Threat of a “trade war” has made the headlines lately. It started with President Trump’s tariffs on China, aimed at pressuring that country to allow more American investment and discourage further abuses of intellectual property. Now it’s hit us. Steel and aluminum tariffs, from which Canada was initially exempt, are […]
May 17, 2018
Published by Richard Coffin at May 17, 2018
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Enterprising Investor – Keep It Simple: 11 Rules for Equity Valuations

Enterprising Investor – Keep It Simple: 11 Rules for Equity Valuations The job of investing can feel larger than life at times. Every day, new companies, rules, and securities emerge adding layers of complexity to an already saturated system. Look no further than cryptocurrencies as an example of how financial […]
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