Being an investor in today's information age is a much more challenging endeavour than in the past. The breadth of information that investors are inundated with is enormous and speed that it is received at often elicits sharp emotional reactions. This is a normal reaction as for many people their wealth embodies their hopes and dreams for the future. Unfortunately emotional investing can be hazardous to your wealth.
This page is designed to assist our clients navigate the mass of investment information that is available with an eye to sifting out the irrelevant and sensationalistic information that dominates today's headlines. Here we have a collection of thoughts, articles and websites that we feel give proper perspective on the world of finance and the effects on investment portfolios. We also cover a wide range of financial planning topics that are relevant to DPWM clients overall wealth management strategies.
Click here to download our DPWM Winter Market Commentary and gain access to information on:
- The Trump Effect
- US Interest Rates
- Economic Forecasting
Click here to download our DPWM Fall Market Commentary and gain access to information on:
- Canadian GDP- Sluggish Growth
- US Housing Market- Enter the Millennials
- US Equity Market- Consolidation Before Advance
Click here to download our DPWM Spring Market Commentary and gain access to information on:
- The Loonie Rebounds
- US Economy- Low & Slow But Still Growing
- Potential Credit Issues in China
Click here to download our DPWM Fall Market Commentary and gain access to information on:
- Economic Update- Leading Indicators
- US Interest Rates
- The Importance of Sector Diversification
Click here to download DPWM's 2015 Summer Newsletter and gain access to information on:
- Estate Planning- Things to Consider When Naming an Executor
- TFSA Contribution Limit Increased
- Canadian Sector Performance
- Number Crunching: Key Economic and Market Figures
Click here to download our DPWM Summer Market Commentary and gain access to information on:
- Market Conditions in Greece & China
- Canadian Interest Rates & GDP
- Global Market Recap
Click here to download our DPWM Winter Market Commentary and gain access to information on:
- The Collapse of Crude Oil
- The Decline of the Canadian Dollar
- US Economic Outlook
Click here to download our DPWM Fall Market Commentary and gain access to information on:
- Global Economic Outlook: Fundamentals Strengthening
- Canadian and Chinese Manufacturing Data
- US GDP on the Rise
Click here to download our DPWM Spring Market Commentary and gain access to information on:
- The World Since 2008 and What We're Transitioning to
- The U.S. Housing Market
- What Makes the Stock Market Go Up?
- The Importance of Interest Rates
Click here to download our DPWM Winter Market Commentary and gain access to information on:
Click here to download DPWM's February Newsletter and gain access to information on:
- Investment Products - The Devil can be in the Details
- Do We Know Who the Real Enemy Is?
- Prescribed Rate Loans - Recent changes to the rate
- Canadian Sector Performance
- Number Crunching: Key Economic and Market Figures
Click here to download our DPWM Fall Market Commentary and gain access to information on:
Click here to download The DPWM August Newsletter and gain access to information on:
- Investor Psychology - Taking the emotions out of emotional investing
- The Family Cottage - Structuring the family home away from home
- Canadian Sector Performance
- Number Crunching: Key Economic and Market Figures
Click here to download The DPWM April Newsletter and gain access to information on:
- 2013 Budget Highlights - Changes that may impact you
- New Team Member - Join us in welcoming Clare Brennan
- Canadian Sector Performance
- Number Crunching: Key Economic and Market Figures
Click here to download our DPWM Summer Market Commentary and gain access to information on:
Click here to download our DPWM Spring Market Commentary and gain access to information on:
- Global Economic Overview: US Manufacturing, US Employment & Chinese Manufacturing
- Canada vs the US: Housing, Unemployment, and The Markets
-
Market Recap: Fixed Income, Canada, U.S., Overseas, & USD/CAD Exchange Rates
Click here to download our DPWM Winter Market Commentary and gain access to information on:
Click here to download our DPWM Fall Market Commentary and gain access to information on:
- Global Economic Overview: Diverging Paths of Economic Growth - The U.S., China, & Europe,
-
Market Recap: Fixed Income, Canada, U.S., Overseas, & USD/CAD Exchange Rates
Click here to download our DPWM Summer Market Commentary and gain access to information on:
- Global Economic Overview: Economic Indicators Show Resilience.
-
Bond Investors Beware: Potential Correction for Bond Market.
-
Like a Tax Cut!: Correcting Energy Prices Can be Good.
-
It’s a Bear Market: Investing Accordingly.
Click here to download The DPWM July Newsletter and gain access to information on:
- Estate Planning - Probate Fees & Joint Ownership of Assets
- US Real Estate - Considerations when purchasing US Real Estate
- Canadian Sector Performance
- Number Crunching: Key Economic and Market Figures
Click here to download The DPWM April Newsletter and gain access to information on:
- Behavioural Finance: How emotion and psychology can influence investor behaviour
- Diversification: The core of investment risk management
- Newest Team Member: Welcome Greg McQueen
- Number Crunching: Key Economic and Market Figures
Click here to download our DPWM Spring Market Commentary and gain access to information on:
- Global Equity Markets: Indicators & forecasts
-
Household Debt: How Canada stacks up
-
All that Glitters...: The story behind gold
-
Investment Performance: Why relative performance is important to equity investors
Click here to download our DPWM Winter Market Commentary and gain access to information on:
- The Eurozone: The latest victim of the deleveraging process
-
Debt to GDP ratios and the impact on economic growth
-
Valuation models tell what is "cheap" but not when it will return to fair value
-
US economy continues to grow
Click here to download The DPWM October Newsletter and gain access to information on:
- Estate Planning: Testamentary Spousal Trusts
- Tax Planning 2012: Flow Through Shares
- Number Crunching: Key Economic and Market Figures
Click here to download our DPWM Fall 2011 Market Commentary and gain access to information on:
- Another summer another market correction
-
The hangover from 2008 means serious challenges remain
-
Never ending volatility shaking equity investors out of the markets
-
Valuations are attractive, money is being made
-
Key forecasts, Market Valuation and Equilibrium
Click here to download The DPWM April Newsletter and gain access to information on:
- The Strength of the Canadian Dollar
- Cyclical Analysis: Bull or Bear Market?
- Number Crunching: Key Economic and Market Figures
