Diane Gagné Fin. PL, CIM®
Financial Planner
Safeguarding your family’s financial future
Well-Advised Newsletter
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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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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.
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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.
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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.
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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.
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Portfolio Construction - Befriending volatility: The evolution of risk management
March 02, 2018 • Portfolio Construction
Financial markets have been boisterous in recent weeks, but the frenzy has been building for several months as investors scrambled to participate in the stock market excitement.
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Portfolio Construction - The importance of risk management in a late investment cycle
February 02, 2018 • Portfolio Construction
We had another solid year in 2017. Equity markets were very generous; fixed income – not so much. The U.S. dollar depreciated significantly against the Canadian dollar and cut into U.S. market gains experienced by Canadian investors.
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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.
