Peaceful Summer Waters Juxtaposed With Choppy Markets
Many of us look forward to and get to enjoy, a summer with a body of water, to immerse ourselves in physically and / or scenically. When we are in…
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Now Is A Particularly Good Time To Check Your Mortgage
There are 2 sides to a personal balance sheet, assets and liabilities. Most of the time, Financial Advisors are focusing on the assets and for good reason; assets increase over…
Does Your Portfolio Have An “Invest Anywhere” Mandate?
Currently, the overall sentiment among the investment public seems to be of a very cautious nature. With the recent roller coaster ride we have been on, this is very normal. …
Yes or No on Proportional Representation (Pro Rep) In BC?
There is a Referendum happening in BC and the voting ends on Nov. 30th. The goal of this is to eliminate what some believe, is the unfairness of our existing…
Should You Be Worried Now That “The Market” Is At All Time Highs?
Unless your portfolio was positioned in the most conservative of ways through much of 2017 (or had a significant tilt in that direction), a well-diversified, global portfolio produced healthy returns…
What Active Management Is & Why I Think It Is Superior
“Active Management” is investment management that is continually turning over rocks to find investments that other investment managers are unwilling to invest in or simply just don’t see. They are…
A Bit Of Information Can Keep You From Making Costly Mistakes
I am finally getting back to the blog posts after a business transition which I started preparing for in the Spring of 2014 and have now finished the biggest part…
Focusing On Your Strength Is The Secret To Success – Lessons From The Norwegians and The Dutch
It has been almost a month since the Winter Olympics in Sochi ended however, the results of it and the lessons that can be learned are perpetual and powerful. Russia…
Are Homes Really That Much Less Affordable Now Than In Years Past?
Since the early 80’s, interest rates have fallen. If you look at it on a graph, it hasn’t been a straight, sloped line downward. It has been more like an…
Should Someone Other Than You Decide How You Work With Your Financial Advisor?
Working in the Canadian financial services “industry” means dealing with all kinds of regulatory bodies covering and intersecting every spectrum of finance in Canada. I have been told by an…
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