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Get Ready for a New Normal: Choppy Markets

Get Ready for a New Normal: Choppy Markets

For many consecutive months through the pandemic, investors enjoyed a smooth ride to ever higher returns. That solid trajectory of growing portfolios and wealth has been replaced by market swings within one day and over the course of a week. This is not to say that...
Nervous about “peak reopening”? Don’t be

Nervous about “peak reopening”? Don’t be

We’re getting there. It’s the beginning of the end of the pandemic in Canada and the U.S. People are feeling relief and optimism. However, for many investors, it’s also a time of concern. This concern is captured in a term you’re going to hear more and more in the...
The Rise of Bitcoin: What you need to know

The Rise of Bitcoin: What you need to know

There is something other than GameStop and how a group of netizens took on Wall Street that has investors excited1. Bitcoin. It seems everywhere you turn there is a headline about the cryptocurrency. Here are a few of the latest stories. Rapper Jay-Z and Twitter CEO...
Teaching kids about money – yes, please

Teaching kids about money – yes, please

As a parent of four children in elementary school and as a Senior Investment Advisor, I think the Ontario government’s decision to revamp the mathematics curriculum in grades one through eight and introduce a realistic and relevant approach to financial literacy is...
Investing in the time of COVID-19

Investing in the time of COVID-19

If 2008 taught investors anything, it’s this: The market will always climb back regardless of how far it has fallen. Those investors who were able to separate fear and emotion from their decision making during the global financial crisis and stayed invested enjoyed a...
The Coronavirus: No Need To Panic

The Coronavirus: No Need To Panic

Investors are living through perhaps the fastest sell-off of stocks in history. Since mid-February, markets dropped significantly as negative coronavirus news developed and governments wrestled with the situation. As of March 12th, the Dow Jones Industrial average had...
Good Job On The U.S.-China Trade Deal, Mr. President

Good Job On The U.S.-China Trade Deal, Mr. President

He did it. About 18 months after imposing tariffs on China and triggering a trade war, President Trump and his team negotiated a truce. On January 15, 2020, China’s vice-premier joined the U.S. president at the White House to sign what they are calling “phase one” of...
Goodbye 2019, And Thank You

Goodbye 2019, And Thank You

Here’s a statement that may surprise you: 2019 was a great year to be invested in the markets. It’s understandable if you are scratching your head. The noisiest pundits had investors worried about slow growth and recession. President Trump’s reignition of a trade war...