Blog

There is a lot of talk in the media lately about the likelihood of a recession. While a recession may occur, it doesn’t guarantee that financial markets will perform poorly. As shown in the below article, nearly three-quarters of the 15 U.S. recessions...

When it comes to investing, one of the biggest hurdles we must face is ourselves. Study after study has demonstrated that individual investors routinely commit blunders that detract from their portfolio reaching its potential. Fortunately, the most common...

Investors around the world saw negative investment returns in 2018, with almost every equity market yielding negative investment returns (only Qatar realized positive returns). Bond markets did not fair much better - some bond indices generated small...

‘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...

New Canadian legacy defined by family, friends and social impact For many high-net-worth individuals (HNWIs) in Canada, legacy no longer means having a hospital wing or performing arts building named after them. Indeed, today, the meaning of legacy is...

The way high-net-worth Millennials are sharing their wealth is changing the dynamics of philanthropy in the U.S. There are over 80 million Millennials living in the U.S. and as they move to inherit wealth from their parents and grandparents, they will...

As women and the next generation rise in financial power they will fundamentally change the meaning of legacy. Introduction The rising economic clout of women is perhaps one of the most significant economic shifts of recent decades. Not only are women...