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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Volatility Can Actually Work In Your Favor

September 7, 2016

Following our belief that “volatility is not risk”, this article describes how investments with greater volatility can add performance to a portfolio.

“Risk is not knowing what you are doing!” -Warren Buffet

30 Year Stock Market Returns

June 7, 2016

In times like these, when the stock market has gone through another decline (as typical as it was) and is currently in recovery, it’s important to remind ourselves that despite the volatility, equities continue to provide higher growth then cash or bonds.

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