Why Do We Want To Penalize Success Stories?

Why Do We Want To Penalize Success Stories?

As part of her platform in her run for the Democratic nomination, U.S. Senator Elizabeth Warren has proposed breaking up tech giants Amazon, Apple, Facebook, Google. Her plan involves passing legislation that would designate platforms with more than $25 billion in...
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. In fact, this year’s big swings in the stock market are at their highest...
Relax. The Best Times Often Follow The Worst!

Relax. The Best Times Often Follow The Worst!

Is your head spinning? You’re not alone. It’s been a tumultuous six weeks for the markets, with U.S. gains for the year wiped out1 on November 20. Tech stocks, which make up a good chunk of Wall Street’s main indexes the Dow Jones Industrial Average and the NASDAQ,...
When Stocks & Stock Markets Fall

When Stocks & Stock Markets Fall

In late September 2018, the markets were at record highs. By late October, they dropped 10% and entered, at least as of writing, correction territory. During this same period, United States Gross Domestic Product (GDP) rose at an annualized rate of 3.5% in the...
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...
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,...
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....
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...
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...
The Impact of Rising Interest Rates on Investors

The Impact of Rising Interest Rates on Investors

Good news for the economy isn’t so good for investors. That’s at the crux of the flat returns many Canadian investors have experienced so far this year. If we dig a little deeper, we can see the domino effect of healthy early economic performance numbers...

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