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Personal Finance

Labour Day

  Being an optimist is an important characteristic of any advisor. If you don’t believe things will get better for your clients, what’s the point of giving advice? Luckily for asset owners, it’s been easy to stay positive. Government support for stock and real estate markets has been and continues

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Markets

Living Neverland

I know I shouldn’t… but the first thing I do each day is reach for my phone.   I put in my password and log on to CNBC.COM to check on market sentiment by looking at the Dow, S&P 500 and Nasdaq futures.  What are the major headlines that will dominate

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Finance

The Chairmen Part 2

In my blogpost of March 26th this year, The Chairmen, I wrote about the importance of watching the actions of the Federal Reserve of the United States. The United States Federal Reserve System is the central banking system of the USA and it controls money supply in the US economy.

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Opinion

Independent Perspectives – Brokerage Report Card 2020

Choosing an investment firm is as important as choosing an advisor.  Being in the industry almost 25 years, I can attest to how important this choice is. An advisor’s firm dictates what products and support is available and ultimately what level of service that can be offered to his or

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Markets

S&P Target – 1984

Nineteen Eighty-Four, George Orwell’s ninth, final and most famous book describes a dystopian future run by a supreme leader known as “Big Brother”.  The world is in a state of perpetual war and the people impoverished, mal nourished and utterly subjugated. The dangers of propaganda, revisionist history and government surveillance

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Finance

The Chairmen

Since March 2009, in the depths of the financial crisis to February 2020, the US enjoyed an unprecedented bull market. Everything went up in an almost straight line. There were hiccups to be sure – Trump’s shut down, some concerns over Brexit – but despite those relatively short periods of

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Markets

What is the opposite of Hubris?

I like to consider myself ‘well read’…. Though I must admit that I am becoming ‘well watched’ as I seem to spend more and more time watching Netflix rather than sitting quietly with a good book.  So I guess it’s no surprise that I first came across the word hubris

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Finance

The time to buy is when… (?)

If you know the end of the phrase above you are not a stranger to market volatility. I think of Technical Analysis in terms of support and resistance levels. These come about (as far as I’m concerned) because of greed and fear.  There are certain points where people say: “I

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Economy

Corona Thursday

We all know Black Monday… 1987 crash. That was in the textbooks of everyone who wanted to be in the investment industry. I don’t know what exams you had to do but for investment advisors,  it’s seared in our memories for two reasons: Worst one day market decline in US

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Finance

What A Day

It’s been a while since we’ve seen a day where markets opened limit down.  What that means is that the stock markets opened so low they were halted in order to stop the drop from being too great.  This is a circuit breaker that is used to stop markets from

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Economy

Selected Reading

Happy Leap Day “May you live in interesting times” a purported traditional Chinese curse is applicable to the market turmoil of these past days.  As strange as it sounds, these are the times that I love as an advisor. I started advising people in regards to how to manage their

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Economy

Canada’s Best Employers

Labor markets across the globe have been particularly tight in recent months, and Canada’s has been no exception. While advantageous for job seekers, this landscape has proved challenging for companies competing to attract and retain top talent. Forbes set out to identify the companies doing the most for their employees

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Finance

Samsung to Stop Using Plastic Packaging

The switch to environmentally sustainable materials for packaging will start this year and ramp up through 2030. This story originally appeared on PCMag Open most new smartphones today and you’ll find a mix of paper, card, and plastic packaging. There’s really no need for any plastic to be used outside of the product

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Finance

Catherine (Cathie) Wood Named Among the 50 Most Influential People

Cathie Wood CEO, Ark Investment Management LLC Ark’s exchange-traded funds almost tripled their assets thanks to Wood’s success investing in tech companies. Ninety-eight percent of ETF managers buy an index of stocks or bonds, but Wood takes a more active approach, picking industry disrupters and raising or lowering her stakes

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