Improve your Chance of Long Term Investment Success

Jul 18, 2019 |Nick Hamilton
“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...
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What is Tax Planning ?

Mar 25, 2019 |Nick Hamilton
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...
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Range of Stock Market Returns - Short Term vs Longer Term

Jan 08, 2019 |Nick Hamilton
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...
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Don't Let the Math Scare You

Dec 07, 2018 |Nick Hamilton

As the old saying goes: ‘Failing to Plan is planning to Fail’.

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Corrections are common in midterm years, and so are follow-on rallies

Mid Term Election Year Corrections and Rallies

Oct 25, 2018 |Nick Hamilton

When reviewing historical data dating back to 1934, Corrections, pullbacks, and volatile market moves are common in the 12-month period leading up to a U.S. midterm election.

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Market Perspective

Oct 12, 2018 |Nick Hamilton

Without proper context, we are all at risk of an emotional response which could adversely affect our long term growth goals.

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Performance-enhancing policies give U.S. economy a boost

Aug 01, 2018 |Nick Hamilton

Higher spending on technology, equipment and facilities could ease worries that S&P 500 companies have reached a peak in their profit growth.

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Favouring Global Investments

Jul 25, 2018 |Nick Hamilton

Even our own Canadian Pension Plan (CPP) has moved to favor Global equities more recently which is a sizable shift from 10 years ago (reducing their Canadian equity exposure from 23.5% to 3.7% more recently).

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Graph of market changes

Annual Stock Market Returns and Intra-year Declines

Feb 16, 2018 |Nick Hamilton

The key observation being that these oscillations​​​​​​​ and volatility are normal for stocks and must be tolerated in order to benefit from the long term growth they can provide within your portfolio.

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Market Context Update - July 2017

Jul 07, 2017 |Nick Hamilton

In order to post a positive return so far this year you have needed good stock selection within Canada and/or the ownership of some US and Global stocks within your portfolio.

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