BloG

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…

Risk. It’s a 4 letter word, one which we want to avoid. But what does “risk” really mean? What does it look like? Are you focused on trying to avoid…

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…

“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…

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…

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…

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…

I’ve had my cell phone for almost 3 years. Its relatively old technology and it’s not something I can engage in conversation about with a group of friends. It could…