What’s a good Rate of Return?

 March 14, 2025 |Michael Yhip
Description Transcript Description When clients ask how much money they're making, they’re often referring to rate of return—a familiar but sometimes misunderstood concept. In this episode, we take a closer look at what rate of return really means, what’s...
Read more

What is risk?

 April 08, 2024 |Michael Yhip
Description Transcript Description For many investors, risk is a constant source of concern—and one of the most misunderstood aspects of financial planning. In this episode, we unpack the concept of risk: how it's perceived, why it’s so subjective, and...
Read more

Market predictions and general positioning in early 2024

 March 14, 2024 |Michael Yhip
Description Transcript Description As we start 2024, investors are increasingly focused on where markets are headed and how current events may shape financial outcomes. In this episode, we discuss the overall market outlook, including key themes influencing...
Read more