With the books closed on 2018, we take a look back at the year that was in the markets. We discuss the return of volatility, decreasing stock prices, and the way our principles have performed over the last decade or so.
On June 23rd, citizens of the United Kingdom voted to leave the European Union. The two trading days that followed the referendum vote saw various global equity markets fall between 4 and 8%. Media sources reported and hypothesized on the long-term implications of the referendum. There was much hype and noise – and in hindsight a market overreaction. A month later the investing world is a calmer place.
Many of us today are experiencing the strains of helping our aging parents cope with their loss of independence and control. We often approach this issue from a health and living conditions perspective. Another equally important but less considered perspective has to do with financial matters.
When I was 19 years old, I made the decision to move from El Salvador to Montreal. I am extremely happy and proud of the work I put in to get where I am today. We tend to overemphasize the finish line, but the journey is truly what shapes and fuels us. My journey now takes me to Tulett, Matthews and Associates, and I will tell you why I made the decision to join the firm.
On June 23, the citizens of the United Kingdom voted to leave the European Union. While there has been much speculation, many of the longer-term implications of the referendum remain unclear, as the process for negotiating what a UK exit might ultimately look like is just beginning.
A new report by the Hulbert Financial Digest has detailed the disappointing performance of market timing newsletter predictions. It is a sobering, by the numbers glimpse into why staying invested is the best strategy for you and your portfolio.
SPIVA's 2015 scorecard saw active managers in a variety of asset classes dramatically underperform against comparable benchmarks over 1 year, 3 year, 5 year, and 10 year periods. It comes as no surprise that more and more investors are eschewing active management in favour of passive strategies.