Planning Success

Jul 08, 2019 |Kyle Sarai
Global equity markets have rebounded from the challenging fourth quarter of last year. Most markets around the world are up between 14-19% YTD. The concerns over interest rate hikes and tight money have long disappeared, and anticipated long-term low...
Read more

The Four Actions of Successful Investors

May 06, 2019 |Kyle Sarai
The founder of Vanguard the late Jack Bogle wrote an article outlining four ways to be a successful investor. Vanguard is the fourth largest asset manager globally and can contribute their success based on the investment thesis Jack envisioned. 1. Focus...
Read more

Is a Recession Looming?

Apr 10, 2019 |Kyle Sarai
Now that one of the most reliable recession indicators in the market has been triggered, investors across the globe are starting to worry that this could mean the U.S. economy is slowing down. On March 22, the yield on the U.S 10 year Treasury note dipped...
Read more

The Misconceptions of Financial Planning

Mar 05, 2019 |Kyle Sarai
The Misconceptions of Financial Planning We all hear investment firms offering “holistic wealth management” these days, but what does that even mean? Most people have no idea. Wealth management consists of investment, tax, retirement, business succession...
Read more

Why Fees Matter

Feb 25, 2019 |Kyle Sarai
Why Fees Matter: A majority of investors do not know how they are charged for investment and wealth management advice. Below are three samples of how firms charge. Transactional Fees: This type of fee is charged per trade made. For example, if your investment...
Read more

New Thoughts 2019

Feb 25, 2019 |Kyle Sarai
Goodbye 2018, Hello 2019! I hope everyone had a great holiday season, and I want to wish you all a healthy and happy 2019! For the equity markets, the last quarter of 2018 was one of the worst since 2008. We have not seen this kind of volatility in roughly...
Read more

Investing Discipline

Dec 10, 2018 |Kyle Sarai
December is one of the busiest and most exciting times of the year for our team! We hold our annual client dinner, and this year we are pleased to have Fidelity Investments present an independent prospective on their thoughts going into 2019. This is...
Read more

RBC Global Insights - 2019 Outlook

Nov 23, 2018 |Kyle Sarai
We are pleased to present our 2019 Global Outlook with regards to the equity, fixed income and currency markets. In 2018, we saw the return of volatility which moved the markets in both directions. This year was the first time since 1963 there was two...
Read more

Where are we going?

Oct 03, 2018 |Kyle Sarai
Where are we going? Over the summer, it has been all but normal in the world. Trade wars, tariffs and NAFTA talks have taken up most of the headlines, yet somehow, equity markets in the U.S have stayed calm and actually gained 5.9% for June, July and...
Read more

Post-Financial Crisis: 10 Years Later

Oct 03, 2018 |Kyle Sarai
It has been 10 years since the global financial crisis, and as we pass this anniversary, I believe it is a good time to revisit the subject and remind ourselves of the mistakes we made so as to not repeat them in the future. From September 2008 until...
Read more