Todd's Blog

DIARY OF A PORTFOLIO MANAGER It is hard to believe, but 2023 is coming to an end. Fortunately, both global equity and bond markets appear to be finishing the year on a strong note. This strength can be attributed primarily to two factors. First, the rate...

DIARY OF A PORTFOLIO MANAGER It’s still November and that means that Make a Will month is still in full swing. I could be wrong – but I feel most people feel that being someone’s executor is reasonably straightforward. Couple visits to a bank, an accountant...

DIARY OF A PORTFOLIO MANAGER “She said, "You're going to miss me Wait and you'll see" Fully and completely” The Tragically Hip, Fully Completely I am going to see a Tragically Hip cover band next week so figured that the above lyrics would set the tone...

DIARY OF A PORTFOLIO MANAGER 1) Cybersecurity and fraud 2) Financial literacy month – how are you celebrating? You probably don’t have this in your calendar but November is make a Will month. I read that it is also financial literacy month. Who comes...