Monthly Musings

Monthly Musings- Sequence Risk & The Cash Wedge

 June 30, 2023 |Luke Charbonneau, CFA

When an investor transitions into retirement, the sequence of their investment returns becomes a material consideration. I discuss the benefit of the cash wedge income delivery strategy for retirees.

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Monthly Musings- Play Ball

 April 01, 2023 |Luke Charbonneau, CFA
CIBC was the bank of the Toronto Blue Jays after they joined a group led by Labatt Breweries to purchase part of the team. In 1977, they purchased a 10% stake of the Toronto Blue Jays for ~$700,000. In 2000, they sold their stake to Rogers media for ~$16...
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