Karl Ruban CPA, CA, CFP®, CPCA
Senior Financial Planning Advisor
Safeguarding your family’s financial future
Well-Advised Newsletter
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Portfolio Construction - Beggar thy neighbour
September 04, 2019 • Portfolio Construction
The U.S.-China trade war became a potential currency war in August 2019 when China allowed its currency to depreciate to more than 7 yuan per U.S. dollar.
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Portfolio Construction - Central Bank Intervention
July 25, 2019 • Portfolio Construction
Since the financial crisis in 2008-09, the investment landscape has been dominated by one theme: central bank intervention or, more precisely, zero interest rates and increased money supply.
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Portfolio Construction - Trade War: What is it Good For?
June 28, 2019 • Portfolio Construction
At the beginning of the year, an escalating trade war between the U.S. and China was noted as a risk to our outlook, which was that global economic growth is likely to remain positive in 2019, albeit at a much slower pace.
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Portfolio Construction - The Power of Zeros
May 27, 2019 • Portfolio Construction
It has been 10 years since stock markets bottomed in 2008-09 following the financial turmoil caused by excessive leverage.
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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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