OVERVIEW For affluent family investors who have accumulated hard-earned capital or investment fiduciaries who are responsible for the stewardship of capital for the benefits of others, such as foundations, I believe that investing should be primarily focused on...
What is Strategic Philanthropy? For donors who wish to truly maximize the impact of their giving they should really think about developing a strategic plan rather than taking a random approach; or one that is simply dictated by the numerous requests one might receive....
What is Strategic Philanthropy? For donors who wish to truly maximize the impact of their giving they should really think about developing a strategic plan rather than taking a random approach; or one that is simply dictated by the numerous requests one might receive....
Its common knowledge that global markets are unpredictable. With this in mind, during the 2020 global financial bear market caused by the COVID-19 pandemic, a majority of investors witnessed major declines in their portfolios and a downfall of specific alternative...
Risk may be top of mind for many people these days – with public health, the economy, and financial markets challenged. Given my focus on due diligence, I think a lot about where risk lies in waiting, how to measure it, and how to communicate it to readers and...
The biblical figure Methuselah and the “Book Value” or “Book Cost” shown on investment statements have something in common. Maybe all of this distancing is getting to me; but stay with me. Methuselah was said to have lived to the age of 969 years. For nearly that long...
Rebalancing an investment portfolio involves occasionally selling better recent performing investments to buy more of those investments that have performed poorly. This usually happens during bear markets for stocks (i.e. when prices drop by at least 20%). And as I...
OVERVIEW: When constructing portfolios for investors, I believe that there needs to be a thorough process of quantifying their investment goals, understanding their journey in life, and assessing their tolerances to various types of risk. The output of this process...
There have been many large proclamations in the investing world over the years. Perhaps the most famous – or infamous – is Business Week’s August 13, 1979 magazine cover declaring “The Death of Equities”. Others emerged during the late 1990s’ euphoria surrounding...
Razor-thin interest rates have motivated investors to reach for extra returns for years. Accordingly, many investors have invested in investment funds holding bank loans – a.k.a. senior secured loans, leveraged loans, term loans, floating rate loans, institutional...
We hope that our Virtual Fall Client Presentation was informative as well as user-friendly and we wish to duplicate this experience on Family Day Monday (February 15th). This presentation will feature An Engaging Conversation on Investor Behaviour & A Discussion...
For the last handful of years, we have sent you an invite to attend a Client Presentation in early October. This was a time to come together to share important information and education pertaining to your investment portfolios and financial lives. Given the necessary...
Learn More
Learn More