May Market Insights: The FTX Fiasco Has Nothing To Do With Blockchain Adoption
Huckleberry Finn Is Not Tom Sawyer. Download this PDF here. “Corruption, embezzlement, fraud, these are all characteristics which exist everywhere.” — Alan Greenspan When one thinks of blockchain, one quickly thinks of Bitcoin, NFTs, and cryptocurrencies. Just as so many confuse Mark Twain’s Huckleberry Finn with Tom Sawyer, to the point where the rock band […]
Top Wealth Advisory Firm in Canada
We are honoured to be recognized as a 5-Star Brokerage for 2023 by Wealth Professional Canada Magazine for the third year in a row! Click here to read further!
April Market Insights: It Looks Like This Holy Fool Was Right, What Now?
Download this PDF here. “The holy fool is a truth-teller because he is an outcast. Those not part of the existing social hierarchy are free to blurt out inconvenient truths or question things the rest of us take for granted.” – Malcolm Gladwell in Talking to Strangers Since 2020, I’ve been one of the few […]
2023 Federal Budget Commentary
Download this article as a PDF. “At a challenging time in a challenging world, there is no better place to be than Canada.” On March 28, 2023, Canada’s Deputy Prime Minister and Minister of Finance, the Honourable Chrystia Freeland delivered her third Federal Budget. The 2023 Federal Budget “A Made-in-Canada Plan” continued the government’s multi-year […]
March Market Insights: Fire and Ice – The Fight Between Inflation and Deflation
What’s a More Significant Risk, Inflation or Deflation? Download this PDF here. “Some say the world will end in fire, some say ice. From what I’ve tasted of desire, I hold with those who favor fire. But if it had to perish twice, I think I know enough of hate to know that for destruction, […]
February Market Insights: Apocalypse Delayed – The U.S. Debt-Ceiling Debate
What if the U.S. Government Defaults on its Debt? Download this PDF here. “It’s never paid to bet against America.” – Warren Buffett If the U.S. was to default on its debt obligations, it would cause investors to flee from U.S. Treasuries, leading to a decrease in confidence in U.S. government debt and the U.S. […]
The 2023 Market Forecast – The Pause that Refreshes
Patience is a form of wisdom Download this PDF here. “All models are wrong. Some models are useful.” — George E. P. Box, statistician “Patience is a form of wisdom,” notes Jon Kabat-Zinn, creator of the Stress Reduction Clinic and the Center for Mindfulness in Medicine at the University of Massachusetts Medical School. It demonstrates […]
Earlier or Later? Deciding When to Start CPP Benefits
November is Financial Literacy Month. While we live and breathe financial literacy year-round, Financial Literacy Month presents another great opportunity to connect with our clients on some of their financial questions and concerns. One question that we at the Advanced Wealth Planning Group are often asked is: “When should I start taking my CPP retirement […]
Trump, Gridlock And What It Means For Investors In 2023
Gridlock is good for reducing inflation Download this PDF here. “Permanent high inflation is everywhere and always a fiscal phenomenon” – Thomas Sargent, Nobel Prize Winner in Economics 2011 Steve Jobs once said, “You can’t connect the dots looking forward; you can only connect them looking backward. So, you have to trust that the dots […]
October Market Insights: Is The Fed Repeating The Mistake Of 1937?
Never Let a Good Crisis go to Waste Download this PDF here. “…you will ruin fifty thousand families, and that would be my sin! You are a den of vipers and thieves.” — President Andrew Jackson, 1836 In a recent article, Economist Bradford DeLong, shares a conversation he had with U.S. Secretary of the Treasury […]