Diane Gagné Fin. PL, CIM®
Financial Planner
Safeguarding your family’s financial future
Well-Advised Newsletter
-
Portfolio Construction - How did investors do in 2018?
January 08, 2019 • Portfolio Construction
During any extended stock market rally, a curious thing tends to occur: several close acquaintances – who aren’t professional investors – enjoy offering me their unsolicited advice on how to make money.
Read more… -
Portfolio Construction - Focused on risk management
December 06, 2018 • Portfolio Construction
Risk assets across financial markets, such as equities, high-yield bonds, real estate and currencies, have lurched lower since the beginning of October.
Read more… -
Portfolio Construction - Staying on the right track
November 05, 2018 • Portfolio Construction
Stock markets were incredibly calm in 2017 with low volatility and few down days.
Read more… -
Portfolio Construction - Factor-based investing
September 26, 2018 • Portfolio Construction
If you pass white light through a prism, the light separates and you can see that white light is made up of many different colours.
Read more… -
Portfolio Construction - It is all about Trump
August 27, 2018 • Portfolio Construction
U.S. President Donald Trump has been busy lately, imposing tariffs on imported steel and aluminum for all countries, targeting Chinese imports for punitive tariffs and adding sanctions on Russia, Iran and Syria.
Read more… -
Portfolio Construction - Never going out of style
August 02, 2018 • Portfolio Construction
Within equity investing, the two main investment styles are value and growth.
Read more… -
Portfolio Construction - Interest rates are headed higher, so why invest in bonds?
July 09, 2018 • Portfolio Construction
Interest rates in Canada and the U.S. are expected to head higher over the next two to three years.
Read more… -
Portfolio Construction - While the short term is uncertain, long-term prospects are still positive
May 24, 2018 • Portfolio Construction
Despite bouts of volatility in the equity markets, investor confidence remains high and their love for technology companies continues.
Read more… -
Portfolio Construction - Turning uncertainty into opportunity
April 30, 2018 • Portfolio Construction
What seemed like a Teflon coat protecting U.S. stocks last year is showing signs of wear and tear as the trend of outsized daily market moves that began in early February persisted into mid-April.
Read more… -
Portfolio Construction - Volatility has returned
March 22, 2018 • Portfolio Construction
In February 2018, stock markets experienced more volatility in one month than in all of 2017.
Read more…
© 2019 Assante Wealth Management
Assante advisory services are offered through Assante Capital Management Ltd. and Assante Financial Management Ltd. Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and Investment Industry Regulatory Organization of Canada. The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.
