Taking Stock of Lump-Sum Investing vs. Dollar-Cost Averaging

Aug 12, 2020 |Warren Andrukow
Some investors favor a dollar-cost averaging (DCA) approach to deploying their investment capital. Unlike lump-sum investing, in which the full amount of available capital is invested up front, DCA spreads out investment contributions using installments...
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Don't Let a Recession Faze You

Apr 14, 2020 |Warren Andrukow
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...
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The 2010s: A Decade in Review

Jan 15, 2020 |Warren Andrukow
Imagine it is early January 2010 and you are reading a review of the financial markets. Investors have been on a roller coaster over the past three years, living through the stress of the global financial crisis and market downturn of 2008–2009, then...
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Investor Lessons From Behavioural Finance

Oct 03, 2019 |Warren Andrukow
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...
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2018 Market Review

Feb 07, 2019 |Warren Andrukow
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...
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Here Come the 2019 Market Forecasts!

Jan 02, 2019 |Warren Andrukow
‘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...
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The new Canadian legacy

Jul 31, 2018 |The Economist Intelligence Unit
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...
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The next generation of giving: How Millennials can make an impact

Jul 31, 2018 |Warren Andrukow
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...
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The new face of wealth and legacy: How women are redefining wealth, giving and legacy planning

Jun 20, 2018 |The Economist Intelligence Unit
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...
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