Pandemic Legacy: How Have Investors Been Affected

How the COVID-19 pandemic alters the path of history remains to be seen. Like a retiree looking back over their life, it’s only in hindsight that they can fully process the impact of euphoric highs and devastating lows. The great events of history are similar; they shape people and societies.

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Navigating Emotional Real Estate Decisions

Our House, the gentle Crosby, Stills, Nash and Young classic - written, incidentally, by Graham Nash - strikes an emotional beat familiar to many homeowners or wannabe homeowners. The song describes an everyday scene yet it’s beloved by millions because, as the cliché goes, home is where the heart is. It’s also why decisions around selling or buying real estate, usually the biggest asset a person will own, go far beyond a financial transaction.

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Lately I’ve Been Thinking About Water…

I know that might seem like an odd thing for a financial professional to think about. Especially during times like these, with interest rates on the rise, inflation remaining stubbornly high, and volatility dominating the markets. But, as investors, this is exactly the time to think about water...

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The benefits of working with an independent Portfolio Manager

Most Canadians will have weighed up the advantages of using an advisor at some point in their lives. But with more and more options open to the “Do-It-Yourself” (DIY) investor, the question of whether to use a professional is one many people don’t fully understand. 

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The Benefits of Gold Within an Investment Portfolio

At a time when investors can short Bitcoin and buy an ETF that bets on self-driving cars, a centuries-old currency is standing tall. The price of gold ended May 27 above US$1,900 per ounce, just months after reaching its all-time high of $2,070.

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The Surging Loonie

A resurgent loonie does something for the Canadian psyche, similar to a game of shinny or a weekend in cottage country. And after the past 14 months, the Canadian dollar’s comeback story has arguably provided a patriotic-tinged economic boost.

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Summer Market Update

Every year around this time, parents, grandparents, and guardians prepare for Back to School season. This year is no different – except how they prepare may be very different indeed. Due to the pandemic, parents now have some difficult choices to make. Do they send their children back to school? Do they choose online learning? Should they home-school for a year?

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The Trend is Your Friend

The old Efficient Market Hypothesis (EMH) from the 70’s stated that “prices” (for stocks etc.) reflected all available information and that this information was immediately and rationally determined and interpreted. If this were true, we would rarely see trends developing – but as you’ll see below, trends do exist. The word “interpretation” mentioned above is subject to our irrational exuberance and other human frailties.

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