Blog

Our blog is where you’ll find posts about investing, tax and financial planning tips, markets and other world and life events in a way that you’ll actually enjoy reading!

Look, I Am Not Your Father’s Market…

Look, I Am Not Your Father’s Market…

Topic:
Investments
Excerpt:
OK, so that may be a mash-up of two quotes from the 1980s (more on that later), but it captures the essence of the point. Times change, investment
Economics? . . . Anyone? Anyone?

Economics? . . . Anyone? Anyone?

Topic:
Pearls of Wisdom
Excerpt:
In the past I have written of the ongoing requirement for all of us on the investment team to read a steady diet of periodicals, research reports and
What do the Panama Papers Mean for Canadians?

What do the Panama Papers Mean for Canadians?

Topic:
Tax Planning
Excerpt:
The latest Canadian news to surface regarding the Panama Papers is that the Royal Bank has agreed to hand over to the Canada Revenue Agency (“CRA”) 40
It’s Not the Fall That Kills You

It’s Not the Fall That Kills You

Topic:
Investments
Excerpt:
Market declines are scary, but they’re not always fatal to an investor’s portfolio. Some historical context can help explain why those big declines do
Don’t Be a Lemming and Follow the Crowd

Don’t Be a Lemming and Follow the Crowd

Topic:
Investments
Excerpt:
People in a group often behave differently than they do individually.
Why Are We All So Pessimistic?

Why Are We All So Pessimistic?

Topic:
Pearls of Wisdom
Excerpt:
Why does it always seem like the world is coming to an end? Despite the advances in life expectancy around the world – even more in the developing
Women & Investing

Women & Investing

Topic:
Investments
Excerpt:
The evolution of the workplace has brought many positive changes for women: increased business ownership, more executive positions, greater corporate
The Merits of Meaningful Metaphors

The Merits of Meaningful Metaphors

Topic:
Human Interest
Excerpt:
We all have things we think we’re good at. We know we’re not the best in the world. But we reasonably believe that we’re “better than most”. And that
Asset Allocation and…Political Misconduct?

Asset Allocation and…Political Misconduct?

Topic:
Pearls of Wisdom
Excerpt:
Seeing the words ‘politician’ and ‘misconduct’ occasionally in the same sentence should be surprising to no one. But predicting a politician’s
Your Future Self Will Thank You

Your Future Self Will Thank You

Topic:
Wealth Planning
Excerpt:
Financial success is linked with the ability to identify with the future self. Academic studies show that people who can conceptualize their future