Category Archives: Investing

This post, I thought I would try something a little different and provide a summary of the second quarter.  Enjoy! Q2 was a second successive strong quarter for investors as stocks continued their promising 2023 recovery and bond yields stabilized…Continue Reading

A lot of interesting stuff comes through my inbox everyday, aside from the client and business communications.  Most of this stuff can be swept aside and ignored.  There are times, however, when I can’t help but stop and take a…Continue Reading

No matter the age of life you are in, your financial plan should be your boon companion and echo your place upon the stage, helping you with your life goals, for your lifetime. Looking for your cue?  Lifetime Financial Services…Continue Reading

“Strangeness adds to the weight of calamities, and every mortal feels the greater pain as a result of that which also brings surprise. Therefore, nothing ought to be unexpected by us. Our minds should be sent forward in advance to…Continue Reading

In June I asked, “Can you afford to get sick?”.  I encouraged you to look at your present situation and see how your family and you would be able to financially respond to a medical emergency.  That article also had…Continue Reading

I frequently get asked about the difference between segregated funds and mutual funds.  In fact, some people have never heard of segregated funds.  One reason for that may be that there are significantly more mutual funds available in Canada than…Continue Reading

As an advisor, I find it very helpful to know what the people managing the mutual funds that I recommend think about the markets, the economy, and where they think they can make money. I think more investors should take…Continue Reading

I wanted to share this article from Brian Levitt, an analyst with Invesco Canada. It provides an interesting picture of the markets during the last year and questions one of the “rules of investing” – buy low and sell high….Continue Reading

This month I thought I would share this recent podcast from Tye Bousada, a portfolio manager and founding partner of Edgepoint Wealth Management. I know that the vast majority of investors do not really pay attention to how their investments…Continue Reading

Much has changed for us in the last year, and when it comes to the markets, the pandemic has raised many questions. I am happy to offer this presentation in conjunction with Franklin Templeton that covers historical market shocks, human…Continue Reading