Lessons to be Learned From the Pandemic
One year ago today, the S&P 500 hit an intra-day low of 2,191, marking the end of a 22-day freefall in which it had fallen by 30% – the fastest…
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The Markets Don’t Care Who Wins the Presidential Race
Last Wednesday saw the first presidential debate, which was eventful to say the least. Today I would like to examine a question that always arises when election time rolls around…
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Investing During Covid-19
To call this year “unprecedented” doesn’t even begin to describe the depth of the challenges faced by individuals and organizations, as the Covid-19 pandemic took hold around the globe. The…
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Protecting Your Wealth in a Lower Return World
Whilst portfolio diversification may have gone out of style this past year with US stocks soaring to record highs, it seems as though this tried and tested approach to achieving…
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What Should You Look For in a Financial Advisor?
Whenever my career comes up at social events and such, there are always two common questions I’m asked. The first is whether the person asking would benefit from working with…
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Estate Planning – It’s Never Too Early
Whenever I’m fact-finding in order to understand a new client’s position, I will ask what plans they have in place for their estate. Very often if the client is at…
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Understanding the Business Cycle
The myriad of factors that change as economies expand and contract affect the performance of investments. Understanding how different types of investments have historically performed at various points in the…
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