EVs: How green are you really?

Oct 08, 2021 |Jeremy Goldfarb
As Niki and I have been shopping around for a replacement "all season vehicle", we have been surveying the landscape of available electric options. Admittedly, the range is not exactly broad for the applications we need, and what we have found, is that...
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Blank Space: no....not the song

Sep 27, 2021 |Jeremy Goldfarb
While I hate to admit this in a public forum, I quietly enjoy the odd Taylor Swift song. It is definitely a monumental left turn from the normal music blaring from my home or car speakers. Blank space huh? Well....that is what the commercial office space...
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Green investing: Good intentions vs good investments

Sep 23, 2021 |Jeremy Goldfarb
A philosophical question to ponder as it relates to your personal finances, and investment portfolio. Do your allow your personal views around the issues of the day, guide your investment portfolio decisions? Is it politics? Human interest stories? The...
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Evergrande: Your questions

Sep 21, 2021 |Jeremy Goldfarb
I have taken several questions from investors regarding the situation unfolding in China as it relates to Evergrande, the Chinese real estate conglomerate. If you have not heard (stop reading here), one of the largest Chinese real estate companies "Evergrande"...
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Election primer pt II: Leaders - the fun continues

Sep 09, 2021 |Jeremy Goldfarb
On the heels of yesterday's primer #1, today we are going to look at how markets have fared during leadership tenures. By my count, we have seen 13 different PMs since 1926 (there were some repeat mandates in there), and during that time, Liberals have...
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Election primer: Canadian markets and governing parties

Sep 07, 2021 |Jeremy Goldfarb
With the Canadian election under 2 weeks away, let us have a quick glance at how markets have historically performed under different government structures (minority/majority/governing party). Looking at market behavior in a vacuum such as this is nothing...
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Risk and Return - simplified and complexified

Aug 24, 2021 |Jeremy Goldfarb
Yes....I made up that word. At least I think I did, but if there is one theme that seems to be dominant these days, it is word invention. When we look at the speed of the economic and market recovery since the depths of March 2020, the figures are somewhat...
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What's next for Canadian stock portfolios?

Aug 16, 2021 |Jeremy Goldfarb
We face regular questions about what expectations should be for the future. The purpose of going through this exercise is not to tell the future, but to prepare better for particular outcomes as they relate to objectives we set for ourselves. One of the...
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Economics and portfolios: one chart

Aug 12, 2021 |Jeremy Goldfarb
History is an excellent teacher, and as Mark Twain once said......."History does not repeat itself, but it often rhymes." So let's have a look at the chart below. What is it trying to say? Different stages of the economic cycle yield a variety of results...
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Bill C-208: Business owners take note

Jul 28, 2021 |Jeremy Goldfarb
Surplus stripping. Moving excess cash out of an operating business using capital gains rates as opposed to dividend rates. This is a strategy best suited for the professional realm of accounting, but the term is an important one to focus on. Especially...
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