We are committed to providing clients with timely information on investments, wealth planning and our community.
Aug 20, 2019
When it comes to retirement planning, should you focus on growth or safety? Here are three strategies that can help you get both security and long-term growth potential.
Jul 12, 2017
The active investment management industry has mostly focused its resources on generating alpha – returns above market performance – but it is important to actively manage all the variables that affect an investor’s total return.
Apr 26, 2017
The excitement fuelled by U.S. President Donald Trump may have eased somewhat, but many market indicators imply that investor optimism persists. By many measures, investors are as fearless as they have been in about a decade.
Mar 28, 2017
Since the election of Donald Trump as U.S. president on November 8, 2016, U.S. stock markets, as measured by the S&P 500 Composite Index, have had 47 positive days and only 28 negative days. Of the 28 negative days, the downside has been less than 1%. This low level of volatility is unusual.