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Since many of our most powerful biases are based on reflexive rather than reflective thinking, it’s not enough just to be aware of them. We must also learn how to defend against them. Or better yet, turn them to our advantage. How do you do that? By

Still, what do you do if it feels as if your investments have been underperforming? It helps to lead with this key question, to decide if the impression is real or perceived: How am I doing so far … compared to what?

Are crowds wise or delusional? The answer is yes to both, and this paradox has helped shape our investment recommendations through the years.

By targeting well-crafted financial goals, we can better aim your overall investment strategies and selections.

While you can’t stop fraudsters from attempting to access your information, there is a lot you can do to protect yourself and prevent someone from accessing your information! Taking the time to protect your assets against fraud is just as important

Fraud and identity theft is affecting more and more Canadians each year. Proctect your hard earned assets!

There’s been a lot of talk about recessions lately: Whether one is near, far, or perhaps already here. Whether we can or should try to avoid it. What it even means to be in a recession, and how it’s related to current market turmoil. 

While it’s important to adhere to a long-term investment outlook, even an evidence-based portfolio is expected to evolve over time. New studies can change or add to our existing assumptions, with portfolio construction models evolving accordingly.

Even world-class investments won’t do, if they don’t align with your personal tastes and unique financial circumstances.