Things You See During Every Market Correction 

By Ben Carlson 

"From the peak close in late-September through the week before Halloween, the S&P 500 fell around 10% for a quick little correction.Over the ensuing 10 trading days stocks have now bounced 6%.

Does this mean the correction is now over? Was it simply another flash correction?"

To read more please contact us.

 

Trends & Time Lapses

By Ben Carlson

"..interesting time lapses this week that do a nice job of showing past and future trends in the economy and the markets."

To read the full version please let us and we can send you a complimentary copy. 

 

36 Obvious Investment Truths

by Ben Carlson

The article highlights on simple but obvious, advice on markets but sometimes investors need to be reminded of the simple and obvious.  

1. If you need to spend you money in a relatively short period of time it doesn't belong in the stock market.

2. Watching your friends get rich makes it difficult to stick with a sound investment plan.

3. Compound interest is amazing but it takes a really long time to work.

4. Successful investing is more about...33 more tips on investing.  To receive full version of the article contact us.

 

"Good Advice vs. Effective Advice"

by Ben Carlson

Example: 

"Good advice is to ignore the noise.

Effective advice is to create a comprehensive investment plan which focuses exclusively on those things that are within your control.

Good advice tells you how to succeed.

Effective advice shows you how to succeed."

Reach out to us for more.

 


Perspective: A magazine for clients

Business Owner Special Edition. Volume 6, Issue 2

RBC Wealth Management Services has created a magazine to help us educate clients and prospective clients about wealth management topis and other services from our RBC partners. 

The magazine highlights topical issues relevant to high-net-worth clients – from expert advice on tax strategies to family and lifestyle interests. It has been designed to provide a comprehensive wealth management advice and service. 

Contact us to get a complimentary copy of the magazine.

 

"Still alive" by Jim Allworth 

Second-quarter GDP results for the major economies were mixed. As long as economic data continues to support confidence in next year's earnings estimates and in the idea that the next downturn / recession lies beyond 2019 then global equity portfolios should be able to deliver worthwhile, all-in returns. To find out more  contact us for the detailed article.

 

"No asset in your estate can be as emotionally charged as the family cottage" by Leanne Kaufman

As a cottage owner, open dialogue with the next generation is critical for avoiding conflict for those you leave behind. Plan ahead with the help of our in-house specialists. 

 

"Riding the latest 'crisis' and other market lessons" by Peter Hodson

Some advice on his favorite investment rules and guidelines:

  • There is always a crisis in the stock market
  • Fear always results in greater volatility than greed
  • Investors still focus too much on the short term
  • Hostile takeovers almost never succeed at the 'first' bid
  • Momentum is an investor's best friend

To read the full version please let us and we can send you a complimentary copy. 

 

Key Learning- After 36 years of Experience

  • "Sell LOSERS and keep WINNERS."
  • Focus on the long term - odds are better.
  • Handling emotion and biases the right way.
  • Company earnings and cash flow are key factors for driving positive share price performance. 
  • Dividends are important, reinvestment of dividends are even better. 
  • Avoid getting influenced from the daily market news. 
  • Important to focus on risk first, return second!

 

The Liberation of Limiting Yourself 

Simple Rules: How to Thrive in a Complex World by Ben Carlson

"..anyone who has a smartphone has better mobile phone capabilities than the president of the United States did 25 years ago and better access to information than the president did 15 years ago" --"Many people are overwhelmed by the sheer amount of information, opinion, analysis and news we have available at our fingertips from our pocket supercomputer. Many place blame on 'fake news' or social media outlets when people don't know who to trust but the real problem isn't too much information but rather filter failure."

For full article contact us

 

"Good Advice vs. Effective Advice" by Ben Carlson

Example: 

"Good advice is to ignore the noise.

Effective advice is to create a comprehensive investment plan which focuses exclusively on those things that are within your control.

Good advice tells you how to succeed.

Effective advice shows you how to succeed."

Reach out to us for more.