by Allan Small | Jun 16, 2021 | Investing
It’s easy for investors, particularly those who are new to investing, to think that a stock’s share price reflects the company’s underlying value. But this is not always the case. You can have a stock price that has gone through the roof, but the company itself has...
by Allan Small | Jun 9, 2021 | Investing
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 That solid trajectory of growing portfolios and wealth has been replaced by market swings within one day and over the course of a week.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...
by Allan Small | Jun 3, 2021 | Investing
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...
by Allan Small | Feb 22, 2021 | Investing
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...
by Allan Small | Jul 17, 2020 | Investing
Finance Minister Bill Morneau’s 2020 Fiscal Snapshot is scary. As reported by the CBC, the 2020-21 deficit is set to hit $343.2 billion and the net federal debt will hit $1.2 trillion, bringing the debt to Gross Domestic Product (GDP) ratio to 49% up from 31%. This is...
by Allan Small | Jul 10, 2020 | Investing
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...
by Allan Small | Jun 15, 2020 | Investing
What’s happening? How is it possible that the Nasdaq composite is hitting new highs, the Dow Jones Industrial Average is recording consecutive days of growth and the Standard & Poor’s 500 has moved from correction to positive territory when all we hear is talk of...
by Allan Small | May 12, 2020 | Investing
The month of March was the worst month ever for Canadian mutual funds with more than $14.1B in net redemptions. That’s equal to 83% of total net sales for 2019, as reported by Financial Post.1 March 23 was a particularly tough day for the markets. On that day, the...
by Allan Small | Apr 22, 2020 | Investing
My biggest piece of advice to investors worried about all of the financial uncertainty sparked by the COVID-19 virus, regardless of age, is to look beyond today before making any investment decisions. The coronavirus is a rapidly developing story and so, too, are the...
by Allan Small | Apr 15, 2020 | Investing
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...
by Allan Small | Apr 6, 2020 | Investing
As of April 2nd, 2020, Canada’s federal government has held off on invoking the Emergencies Act, which would give Prime Minister Trudeau the temporary ability to do just about whatever he thinks necessary to stop the spread of COVID-19, including putting an effective...
by Allan Small | Mar 16, 2020 | Investing
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...
by Allan Small | Jan 22, 2020 | Investing
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...
by Allan Small | Jan 21, 2020 | Investing
You have until March 2, 2020 to contribute to your Registered Retirement Savings Plans (RRSPs) for the previous calendar year. The question is should you? Since the introduction of Tax-Free Savings Accounts (TFSAs) in 20091, RRSPs, which have been around in some form...
by Allan Small | Dec 31, 2019 | Investing
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...
