News and advice to create informed investment and retirement strategies
Ep.11 A Lesson for the Long-Term: A Tale of Two DecadesFor the past ten episodes, we’ve highlighted the key factors you need to understand to be able to achieve financial security. Today, we’re moving in a new direction and talking about current market conditions. The...
At the beginning of 2017, a common view among money managers and analysts was that the financial markets would not repeat their strong returns from 2016. Many cited the uncertain global economy, political turmoil in the US, implementation of Brexit, and other factors.
Volatility is something beyond our control. That is why we focus our energy on areas that we can control
“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an average annual return of around 10% since 1926.* But short-term results...
Once in a while we can sit back and say that our Canadian government got it right. On December 1, 2008, the federal government implemented an important program to assist families with disabled children. The Registered Disability Savings Plan (RDSP) is an important...
The record highs over the last six months or so have many self-described experts calling for a correction. What should investors do to prepare themselves for such an event? The answer is quite simple.
This article examines how the most sophisticated investment funds steer clear of the market timing pitfall, and why you should too.
SPIVA’s (S&P Indices vs. Active) 15th edition of their scorecard saw active managers in a wide range of asset classes overwhelmingly underperform against comparable benchmarks over one-year, three-year, five-year, ten-year periods, and fifteen-year periods.
A brief review of our asset classes over various time frames as of March 31, 2017.
Ever ridden in a car with worn-out shocks? Every bump is jarring, every corner is stomach churning, and every red light or sudden stop is an excuse to assume the brace position. Owning an undiversified portfolio triggers similar reactions.