Market Review 2020: Looking Back on an Unprecedented Year

Jan 14, 2021 |Dimensional Fund Advisors
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial markets. The novel coronavirus...
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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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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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Now and Then: Dealing With Market Uncertainty

Apr 03, 2018 |Dave Goetsch
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...
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2017 Review - Economy and Markets

Feb 06, 2018 |Warren Andrukow

This report details the performance of global markets in 2017. It also provides an important lesson in the importance of remaining disciplined regardless of where we are in the economic cycle, and regardless of what "the experts" are forecasting.

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