Newsletter

Newsletter

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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They Don’t Ring a Bell at the Bottom

A day cannot pass without hearing about the unprecedented nature of the times we are living in.  We are all trying to stay safe, follow…
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Recently Introduced Financial Measures

Over the last weeks, there were dozens of financial measures put in place to help individuals and companies handle the economic fallout of recent events. …
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Covid-19: Dealing with Today’s Down Markets

Hello everyone, First, thank you to everyone who reached out to see if my family and I returned home safely.  We did and are sitting…
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3 Realities of Volatility

Given recent events, I thought it would be appropriate to discuss the volatility – the ups and downs of your portfolio that comes with your…
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Coronavirus Update

Coronavirus Update In the recent days and weeks, we have seen the coronavirus spread outside of China in a more pronounced way affecting financial markets…
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3 Overlooked Aspects to Financial Planning

There are important dimensions to a retirement income plan that people often overlook.  These oversights may put people in financial harm’s way.  Below are 3…
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2019 – The Best Year in Human History

It is not difficult to point out the issues and struggles existing around us and around the globe. National Post journalist, Nicholas Kristof, argues that…
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Triggering Tax; On Purpose? You’re Crazy

For most of us, the greatest lifetime expense we’ll have is income tax.  My aim is for you to pay the least amount of tax…
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Find Out Your Wealth Number

People often ask me how their wealth fares against others. Find out your Wealth Number and see how you compare to the world. To read…
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