2021 Year in Review
2021 was a year that separated the investors who stuck to their well-planned portfolio strategy from those who bought into the narratives and stock stories that came up earlier in the pandemic.
Delta variant & investor implications
In this episode, Marcelo, Ruben and Keith talk about how the Delta variant has impacted investors so far, what we’ve seen in the bond and stock markets, the pitfalls you need to avoid as an investor, why your investment philosophy is your biggest asset, and so much more!
Voluntary Disclosures: You can run but you can’t hide
With increasing global connectedness, the world today is smaller than it’s ever been. Countries are coming together to share information in a global trend towards greater transparency and with that, undeclared assets are much more likely to be discovered. So if you’ve found yourself in a situation with undeclared assets, what can you do to get on the right side of things?
Net Worth Boom and Inflation
We discuss key factors that play a role in the increased net worth of Canadians as well as the latest inflation numbers and how they impact your finances.
The Evolution of Investment Advice in Canada: The Next-Generation Advisor
In this episode we discuss how the value proposition offered by investment managers is changing to meet the evolving needs of clients.
EBI – Principal #3: Choose Indexing to Implement Your Portfolio
We think the best way to achieving your financial goals is through index-based or passively managed asset class investment vehicles, learn why!
EBI – Principle #2: Diversify Your Asset Classes
It is critical to understand both the importance of diversification and why you should consider this strategy within your investment approach.
EBI – Principle #1: Invest in Asset Classes
There are 4 main principles of evidence-based investing every empowered investor needs to know, today we start with investing in asset classes
Winning Through Evidence-Based Investing
An evidence-based strategy is a scientific approach to investing where investment decisions are based on historic facts and research.
Lessons for the Long-Term / A Tale of Two Decades
We explore what stocks and sectors are hot, the implications of current the market, and lessons and tools we can learn from the past two decades
The Investment Policy Statement
An investment policy statement empowers you as an investor – consider a map for how we invest today, tomorrow, and in the future
2017: Market Review
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.