News and advice to create informed investment and retirement strategies

Past Articles

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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“Who’s Taking Care of Me and My Stuff?”

Do you ever think about what would happen to your investments or who would pay your bills if an accident or illness prevented you from doing so? More importantly, who would take care of you should you become mentally incapacitated? These are difficult subjects that many of us would rather not discuss about situations we would all prefer to avoid. Yet wishful thinking is no substitute for proper planning

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