Blog

Volatility is a concept I think we are all much more familiar with since the onset of pandemic over a year ago. We live with greater uncertainty today overall than we have in a long time. That said, the fact that we must live with various degrees of uncertainty...

It’s Time to Become Less Distanced From Your Financial Affairs By now we have all become accustomed to going about our lives with physical and social distancing protocols everywhere. That said, one thing is abundantly clear to me as a local financial...

Market Recoveries: Using History as a Guide These are certainly interesting times we are living in. It’s a highly unusual situation as we collectively work together to focus on slowing the pace of infections. Health is our focus as it should be. Health...

Staying connected: We’re in this together. We continue to find ways to stay connected with our clients, family, and friends at this time despite the physical isolation that everyone is enduring. There have been meaningful developments recently with respect...

I wanted to continue with a flow of information regarding recent events. Markets continue to be disrupted by a growing number of fears but mainly around the Coronavirus as well as the de-stabilizing change in the price of oil last week. This latter issue...

“It’s not the behavior of the Investment that matters most; it’s the behavior of the investor” One of the most important concepts to understand in order to maximize your success with investing is how your emotional programing can play sabotage to your...

What is Tax Planning and why is it so important? It’s tax time again, which means we all have to reconcile our outstanding tax bills with the government. It’s a fun time to be sure! We have all heard the old adage that there are 2 certainties in life...

With the ongoing market volatility, I wanted to share some perspective on stock returns. Please see the attached chart from JP Morgan. Short term, the behavior of stocks can sometimes be viewed as erratic, with a wide range of return outcomes over shorter...