A look back to 2018

January 16, 2019

This past year (2018) was perhaps the strangest year I’ve experienced in my career as a financial advisor. Most importantly, it was one of the truly great years in the history for the American economy, (a significant part of our global portfolios) and not so bad for the Canadian economy. It was also by far the best year since the global financial crisis of 10 years past from an economic perspective – which, given how the equity markets ended up is a little unreal.

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SCAMMING ~ BACK WITH A VENGEANCE ~

October 2, 2018

In conversations with clients, friends and from our own personal experience, the scammers are continuing the email phishing scams along with moving to the telephone and calling us directly.  If you are ever contacted and threatened to be arrested or jailed or an attempt at exploitation is made, just hang up!

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THE END OF THE WORLD

~ TEN YEARS LATER ~


Forgive me for the drama – but as an financial advisor, I recallSept, 2008 very clearly and during that time and the following year we were in a period few investors and advisors ever experience. It was, in a single word, terrifying. Now, 10 years later, it’s additional proof. Proof markets recover, proof that faith in the market is appropriate.

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