The benefit of saving early

US markets seem to continue to climb a wall of worry driven by events around a President who is more interested in being in the news with his less than diplomatic tweeting than anything else. Sometimes, we wonder whether he is not the king of “fake news” himself… Thank God the US Constitution is written so that a single branch of government alone cannot change the country’s direction.

Change is good! About Indexing… Volatility…

We are sorry to report that the financial markets seem to disagree with the media assessment of President Trump’s popularity. Notwithstanding the fact that it is difficult to develop a liking for the US President, as investment managers we should not forget the main drivers of the capitalist system from his message and their effects on financial markets.

Brexit, Trump, What’s next?

2016 was a year when we saw plenty of action in the financial markets, be it stocks, bonds, currencies, you name it. But above all, 2016 will be remembered for the US presidential election and Brexit.

The Psychology of Money Management

Within the process of building and maintaining your long term financial well-being, achieving a reasonable rate of return on your investments is the obvious main contributor.

Sifting through the noise and focusing on what really matters when making investment decisions

As we write this quarterly letter, we have been inundated by news on the “Brexit” issue. Markets turned volatile over the last few weeks, starting by going up on speculation that the Brits would not leave. Then, the referendum results revealed that they actually wanted to leave, triggering panic selling for two days followed by a huge rally, recouping all the losses incurred on the panic selling to finish basically flat for the quarter. It seems to us that there is a lot of noise but not much in content in whatever the market experts are expressing on TV, the newspaper or other forms of media.

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