Diane Gagné F. Pl., CIM®
Financial Planner
Safeguarding your family’s financial future
Well-Advised Newsletter
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Portfolio Construction - Seizing opportunities
May 09, 2019 • Portfolio Construction
Over the first quarter of 2019, global economies continued to slow, Brexit and U.S.-China trade remained uncertain, but the key theme was the pivot in U.S. Federal Reserve policy.
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Portfolio Construction - The Fed is the new macro
April 05, 2019 • Portfolio Construction
Stock markets have rallied significantly and consistently since 2009 when central banks cut interest rates to zero and increased the money supply through quantitative easing (QE) programs. Ten years later, these measures are largely still in place.
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Portfolio Construction - This is what it sounds like when doves cry
March 01, 2019 • Portfolio Construction
Markets roared back in January from December’s steep sell-off. The S&P/TSX Composite Index was up 8.7% – it’s best month in a decade. In the U.S., the S&P 500 Index had its best January performance in over 30 years.
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Portfolio Construction - What is your outlook for 2019?
January 29, 2019 • Portfolio Construction
2018 was a turbulent year for stock markets. The year started strong with most equity indexes reaching new highs in the first quarter.
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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.
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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.
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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.
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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.
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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.
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Portfolio Construction - Never going out of style
August 02, 2018 • Portfolio Construction
Within equity investing, the two main investment styles are value and growth.
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