Don’t misjudge your portfolio returns by using book value as a goalpost for performance. In this article, we go over the fundamentals of book value and its taxation implications for investors.
In our latest blog, Danica provides a summary of the full life cycle of an estate and the duties of an executor.
In pursuit to build upon "asset allocation" of life for our clients, our recent Health & Wellness event introduced us to the concept of neurological preferences and how this knowledge can help to find our true purpose in life.
In this blog, we shed light on the inconvenient truth of market timing and chasing performance, and how this strategy leads to a one-way ticket to the ‘House of Pain’.
In the following article we highlight the importance of a properly structured Investment Policy Statement.
As myself and our client portfolio management team have been meeting with potential new clients over the last few years, we've noticed more and more that F class mutual funds are making their way into the portfolios of high net worth clients with portfolio values over $1 million.
Volatility returned with a vengeance in 2018. Although many fundamental economic factors triggered this, we take a deeper dive into an investment approach that is greatly enhancing this volatility - algorithmic trading.
Many investors fear a global recession. We discuss the cause and effect of this, and how we are positioning our portfolios.
As we continue our journey of treating our clients beyond being "just numbers on a spreadsheet", we launched a Health & Wellness event.
Over the last six months, a growing number of issues have come together to create a perfect storm in the international markets – creating plenty of opportunities for value-minded investors.