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Blog: Investing

Year End Recap 2018

Year End Recap 2018

2018 has been one heck of a ride for investors, with the first part of the year taking us to ever greater heights only to see the fall plunge us back to ground zero wiping out double digit gains.

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Are Mutual Fund Fees Too High? Probably Not.

Are Mutual Fund Fees Too High? Probably Not.

It seems like every time I turn on the TV, there's a commercial pushing the narrative that mutual fund fees are too high and the fund companies are coming out ahead to the detriment of their investors. Ads by their nature offer one specific point of view and I'm not...

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Is The Trump Bump Ending?

Is The Trump Bump Ending?

The term rollercoaster is coming up more and more in media reporting about the ride investors have been on recently. That ride was all about ascending from the moment it was announced Donald Trump would be the next president of the United States back on November 8,...

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Wild Market Swings & Why We’re Still OK

Wild Market Swings & Why We’re Still OK

When the Dow Jones plunged more than 1,000 points twice during the second week of February, it took investors into correction territory and a new reality. The smooth nine-year climb of the markets is over. Maybe. Markets have already regained much of those losses....

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Investors: Beware Of The Disruptors

Investors: Beware Of The Disruptors

Apple, Amazon, Google and Facebook have replaced Exxon, GM and GE as the largest companies in the world. In my opinion, Apple is fast approaching a market capitalization of $1 trillion. Tech Companies Changing The Way We Live, Work, & Communicate Think pieces...

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Will The Markets Keep Rising?

Will The Markets Keep Rising?

Minus a few blips along the way, stock markets have gone steadily up since the depths of the financial crisis in March 2009. This has some investors worried. After all, what goes up must come down. However, while that's typically true, the fact is the markets have...

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Investing In Your Corporation

Investing In Your Corporation

With no immediate end in sight to record-low interest rates, it's time to think seriously about how to put your excess cash to work and build wealth effectively. For example, if you are an entrepreneur or professional and have incorporated your business, did you know...

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Will This Bull Market Continue In 2015?

Will This Bull Market Continue In 2015?

With the U.S. just celebrating their 6 year anniversary of the current bull (positive) market run, many investors are wondering can the rally in the equity (stock) markets continue? I have heard many investors and analysts say that the equity markets both here and in...

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Qualities Of A Good Advisor

The Canadian and U.S. markets continue to be as volatile as they ever have been. Whether it is geopolitical tensions between Russia and Ukraine, terrorist activities around the world, or the price of oil and commodities falling sharply, the current volatility is here...

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Wine Tasting Sips & Investment Tips 2015

Wine Tasting Sips & Investment Tips 2015

We had a great turnout for our annual wine tasting event on January 22, 2015 at Quince Bistro in Toronto. Joining us were some of my current clients and some new people - all interested in learning about the potential pitfalls that could derail the market rally in...

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What’s Next For The Canadian Dollar?

What’s Next For The Canadian Dollar?

Yesterday on a Global News panel, we discussed what the Canadian dollar will do next as the price of oil continues to plunge. The impact of the Bank of Canada's interest rate cut to .75% brought the dollar down to 81.1 cents US overnight, but equity markets liked the...

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