News and advice to create informed investment and retirement strategies
Ep.10 The Investment Policy StatementOne of the most common criticisms we hear about the investment industry is that a lot of investors say things don’t feel transparent. To remedy that problem, investment policy statements are becoming more common in the private...
2016 was full of surprises from Brexit to the election of Donald Trump. Yet despite the political volatility, global markets performed well over the last twelve months. Let’s take a look back at the year that was.
Transparency, or rather the lack thereof, continues to be a major issue in the financial services industry. Marcelo Taboada examines some of the most egregious examples of companies putting their bottom lines ahead of their clients’ success.
2016 Asset Class Returns and Benchmarks
Canadian, U.S. & European equities rose following Donald Trump’s surprise election to the presidency of the United States on November 8. This rise in equities was largely unexpected considering earlier warnings of how a Trump win would create volatility and...
Presidential Elections and the Stock Market
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.
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.
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