What exactly determines an investor’s ability to benefit from the market place? We share our thoughts on the ‘Growth vs Value’ debate by revisiting our understanding of what investing fundamentally is and, by this definition, what an investor should have in place to achieve value.
The S&P 500 just had its best month since 1987 and is now only down ~12% year-to-date. If you excluded the top five stocks that make up 21% of the Index, the S&P 500 would be down 26%. This means that a large number of stocks in the S&P 500 have yet to fully participate in the market recovery.
We are in the midst of a global economic shutdown triggered by the COVID-19 outbreak – the first time our world has seen entire countries quarantining in unison. The current situation may be unique, except we’ve experienced these ‘firsts’ before. What will be required to help prevent a deepening recession this time? Likely, something that has never been done before.
In this article, we elaborate on the exogenous shock of COVID-19, how this has been the fastest bear market correction we’ve entered, and why we believe we’ll encounter a “V-shaped” recovery.
In this special update, we share our analysis of COVID-19's market impact and how we're taking advantage of this environment.
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.