Blog

Our blog is where you’ll find posts about investing, tax and financial planning tips, markets and other world and life events in a way that you’ll actually enjoy reading!

Negative Rates and an Upside-Down World

Negative Rates and an Upside-Down World

Topic:
Investments
Excerpt:
Negative interest rates don’t sound so bad when the result is getting paid to carry a mortgage.
Brexit & Gravity

Brexit & Gravity

Topic:
Pearls of Wisdom
Excerpt:
As stock markets reacted strongly to last week’s surprising result in the U.K.’s “Brexit” referendum, lots of metaphorical ink has been spilled in
Behind Your Surname

Behind Your Surname

Topic:
Pearls of Wisdom
Excerpt:
The wealthy in Florence today are the same families as 600 years ago.
Look, I Am Not Your Father’s Market…

Look, I Am Not Your Father’s Market…

Topic:
Investments
Excerpt:
OK, so that may be a mash-up of two quotes from the 1980s (more on that later), but it captures the essence of the point. Times change, investment
Economics? . . . Anyone? Anyone?

Economics? . . . Anyone? Anyone?

Topic:
Pearls of Wisdom
Excerpt:
In the past I have written of the ongoing requirement for all of us on the investment team to read a steady diet of periodicals, research reports and
What do the Panama Papers Mean for Canadians?

What do the Panama Papers Mean for Canadians?

Topic:
Tax Planning
Excerpt:
The latest Canadian news to surface regarding the Panama Papers is that the Royal Bank has agreed to hand over to the Canada Revenue Agency (“CRA”) 40
It’s Not the Fall That Kills You

It’s Not the Fall That Kills You

Topic:
Investments
Excerpt:
Market declines are scary, but they’re not always fatal to an investor’s portfolio. Some historical context can help explain why those big declines do
Don’t Be a Lemming and Follow the Crowd

Don’t Be a Lemming and Follow the Crowd

Topic:
Investments
Excerpt:
People in a group often behave differently than they do individually.
Why Are We All So Pessimistic?

Why Are We All So Pessimistic?

Topic:
Pearls of Wisdom
Excerpt:
Why does it always seem like the world is coming to an end? Despite the advances in life expectancy around the world – even more in the developing
Women & Investing

Women & Investing

Topic:
Investments
Excerpt:
The evolution of the workplace has brought many positive changes for women: increased business ownership, more executive positions, greater corporate