Newsletter

Newsletter

The Mindset Required for Today’s Market

After a brief respite from our ugly June statements, we are once again in a collective state of worry.  Today’s current foe is inflation with…
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Decluttering Your Financial Life

With our boys away at overnight camp I have some time on my hands.  My plan is not to build a deck or paint a…
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Do Opposites Attract? Negative Sentiment & Performance

How are you feeling about the world these days?  How do you see our collective prospects?  I don’t think it would be a stretch to…
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Dead or Inactive – The Optimal Investment Strategy

Unless your home team wins the championship, headlines are typically negative. This helps capture and keep our eyeballs glued to our screens. We know this.…
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Putting Today’s Market Decline in Context

For many it can feel that we are always in an investment hole.  Trying only to recoup where we were only a month or two…
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Feeling Underwater?

Market declines are typically named (albeit posthumously) in catchy headlines whether it be the Credit Crunch, Black Monday, the Tech Bubble or the PIGS debt…
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Book Review: The Psychology of Money

I am often asked by clients for a book suggestion around investing.  I have one.  It is not about the plumbing of the financial system…
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Tax Tips Before the Year-end

Generally, we think about our taxes in March and April when our ability to affect them has long passed.  Below are 7 tax tips that…
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The Power of Compounding

The terms ‘compounding’, ‘compound interest’ or the ‘compound effect’ are ubiquitous in the realm of personal investing.  Compound interest is the effect of earning interest…
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Genius or Incompetent: It Depends on Timing

The effect of start date bias can distort our sense of equilibrium in investing.  As it implies, start date bias is the effect of timing…
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Bitcoin: How to Proceed?

If you are curious about Bitcoin and have 15 minutes do watch Professor Roubini’s Bloomberg video.  Currently, I share his caution around Bitcoin. His analysis…
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Liquid Alternative Investments – Do You Need Them?

In the Fall of 2018, Canadian regulators allowed investment management companies to offer Liquid alternatives.  These types of products have existed in other jurisdictions like…
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