2018 Year-End Commentary
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.
You did it: A look back on the 2008 financial crisis
A disciplined investment approach focused on principles, planning, and the achievement of long-term goals, survived the crisis and emerged stronger.
Tuning Out the Noise
One of the most common pitfalls investors can fall prey to is making portfolio decisions based on investment chatter or noise.
Investing Pitfall #3: Unaware of the Mathematics of Sustainable Portfolios
Canadians remain unaware of or unable to appreciate the significance of the mathematics of sustainability, despite the fact that numbers don’t lie.
Investing Pitfall #2: Lack of an Investment Philosophy
An investment philosophy (also called investment strategy) is a set of guiding principles that shape and inform your decision-making process.