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
Every three months, the partners and portfolio managers collaborate on a summary of the state of the economic world as it pertains to your portfolio and our approach. Below, you will find links to our archives.
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
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,
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
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
Reasons to own equities over the long-term, regardless of their inherent volatility After a drastic drop that lasted the first 15 days of the quarter,
To avoid getting seasick, keep your eyes looking on the horizon 2015 has not been a good year for stock pickers in general, and especially
Forecasting…Do you actually need it to be successful? The third quarter was quite brutal for the stock markets around the world. Most indices were down
Municipal bonds help finance the infrastructure and development of the city or township they are issued. In Quebec, municipal bonds can be a particularly attractive
Most people think investing is all about choosing the right stocks or bonds. In reality, a big part of investing wisely also has to do
Traditional assessments of wealth tend to measure a person’s financial capital, by tallying up assets like property, investments, and savings. However, these assessments often overlook
The allure of active trading – often glamorized through stories of substantial short-term wins – hides a less-frequently-told tale of increased risk and diminished returns.