Dealing With Unprecedented Drawdowns

June 20, 2022 |Kyle Turner
Draw downs for investors to start the year have been challenging to say the least. For a segment of investors it has been historically bad. Traditionally categorized as conservative to very conservative investors have seen some of the worst draw downs...
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Commodities: Higher Prices for Longer

March 21, 2022 |Owen Goosen
Inflation has been an issue for some time now and oil prices are on the rise again. As you grit your teeth at the gas pump this week, You may ask yourself; how long can this go on? How do high prices resolve themselves? There is a famous quote among commodity...
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4 Ways to Ruin Your Retirement

March 01, 2022 |Owen Goosen
1) Constantly worry about news headlines and how they impact the value of your investments. If you are 10, 20, 30+ years away from retirement and you are worried about what is happening today, you are already destined to fail. To invest for the long term...
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Creating A Contract with your Future Self

October 06, 2021 |Owen Goosen
In Homer’s Odyssey, the hero Ulysses and his men must sail past The Sirens. There are tales that The Sirens sing so beautifully that any man who hears their voice becomes so captivated they cease to act rationally; sitting and listening until their eventual...
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Simplifying your Portfolio

September 08, 2021 |Owen Goosen
Fall is a busy time with back to school, the conclusion of summer holidays, and sports resuming - so to make my life easier I like to simplify things like my personal finance. For me, September is a good time to review my investments, see if there are...
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Investment Lessons from a Global Pandemic

June 29, 2021 |Kyle Turner
As we quickly approach the re-opening of our province and the country, I have been reflecting on what has happened over the last year and a half. In March of 2020, fear was upon us as lock-downs began and economies came to a standstill. Markets were crashing...
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The Underlying Forces of the Market

June 08, 2021 |Owen Goosen
Financial markets can be intimidating for those taking their first steps on their investing journey. People hear stories of huge success and stories of those who lost it all. Even the most prolific investors tread the markets with caution. One risk you...
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Thinking In Bets

March 25, 2021 |Owen Goosen
I like to use probability when making decisions. Relying on your ‘gut’ can lead to good short-term outcomes, but long-term success comes from having a disciplined approach. Using data to make decisions helps me to focus on the long term and not get caught...
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The Total Cost of Wealth Management: 3 Fundamental Things You Need to Consider

February 12, 2021 |Owen Goosen
Do you know how much you pay for your wealth management services? Fees are not always transparent in the financial industry so it can be hard to determine unless you understand what you are looking for. There are 3 important characteristics to consider...
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What We Learned: Investing in 2020

January 04, 2021 |Owen Goosen
2020 was a rollercoaster for everyone. It brought trials and tribulations and was full of uncertainty. Along with the challenges brought on by a global pandemic, this year brought opportunity. Reflection is essential for personal development and I think...
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