In Part 2 of our series on evidence-based investing, we take a look at the roles played by investment style and factor exposures.
The recent settlement between two US-based units of Bank of Montreal and the Securities and Exchange Commission is another reminder that Canada’s big banks still have a long way to go to eliminating their conflicts of interest when serving investors.
In order to be successful investors, we must prioritize realizing our long-term objectives over chasing short-term gains.
What is it and what are the implications for your investments? How will we be managing your long-term assets based on this curve inversion?
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.
A good advisor will help keep you on track, guide you through trouble spots, and protect you from taking an unsafe detour.