Articles
News and advice to create informed investment and retirement strategies
Ep.5 Investment Pitfall #3: Chasing Performance and Trying to Outsmart the Market
Ep.5 Investment Pitfall #3: Chasing Performance and Trying to Outsmart the Market As an investor, it’s natural to want to outsmart the market. When you combine that with the discomfort of a volatile market like we are currently experiencing, it’s easy to see why...
Gifting Appreciated Investments: A Better Way to Donate
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.
20 Years As an Advisor: A Look Back
2016 marks my 20th anniversary as an advisor and I am proud to say that after all these years I still love coming into work every day. Looking back over the years, I can’t help but marvel at the strides we have made together.
Thirty Days After the Brexit Vote – What Have We Learned?
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.
2016 Q2 Asset Class Investments & Benchmarks
2016 Q2 Asset Class Investments & Benchmarks
Observations in Helping Our Aging Parents
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.
Why I Chose Tulett, Matthews & Assoc.
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.
Brexit: What it Means for Your Portfolio
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.
Bad Timing: The Fallacy of Timing the Market
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.
Active Management Underperforms Once Again
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.
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