Blog

‘Tis the season, as they say, for market “pundits” covering all manner of market to descend from on high to recap what transpired in 2018, and to share with us, their enlightened view of the road ahead in 2019. If you are sensing a tinge of sarcasm in...

Why Academic Research? As most followers of this blog will know, we utilize an evidence-based investment strategy with our clients, and we think you should as well. The term “evidence-based” describes a practice that has been rigorously evaluated by objective...

We came across an article recently that does a really nice job of answering one of the most common questions we hear from our clients, and that is: With markets setting new highs, should we be expecting a downturn? The answer is both yes, and no. Yes...

How should we interpret the signing of the recently announced United States-Mexico-Canada Agreement? Leveraging an article written by RBC’s Chief Economist, Eric Lascelles, titled, “The ABCs of USMCA”, we can get a better sense of the agreement’s winners...

As an investor, your happiness depends on having realistic expectations about returns and viewing market events in proper context. These two factors can drive your sense of financial well-being and influence your financial outcome. To say that “money...

Sometimes you may realize a capital loss on the sale of your securities or you may own securities in a loss position. This article summarizes the tax rules and opportunities surrounding capital losses that you have realized or may realize in your non-registered...

Dave Goetsch, Executive Producer of The Big Bang Theory, reflects on his investment experience in the recent market downturn and contrasts his new perspective with memories of the 2008-2009 financial crisis. Seeing all the recent headlines about the sudden...