You've come a long way

March 8th was International Women’s Day, a global day that celebrates women's social, economic, cultural and political achievements. The day also marks a call to action for accelerating gender equality. 

The Motley Fool recently released some research on the differences between women and men regarding savings, investing, and earnings (1). I thought it would be interesting to dive into their data and a few other resources I've recently reviewed. 

Read More

Market Watch: March 2021

What a decade the last twelve months have been! This time last year, the Pandemic was quickly changing from something that was happening on the other side of the globe to something very real in our community. The World Health Organization had just officially labelled COVID-19 a pandemic. On March 12th, 2020 (now known as Black Thursday) circuit breakers were triggered on the stock market during the worst single-day percentage drop since 1987.

Read More

Market Watch: December 2020

As we head into the closing stretch of the year, it is looking fairly certain that 2020 will end up being an overall decent year for globally diversified investors. This is perhaps not what one would have expected back in March and April when investments were plummeting in value during the initial surge of the pandemic and the global economic lockdown. The Toronto stock market, as of time of writing*, is up only 2% for the year but the broad US stock market, as measured by the S&P 500, is up over 12%.

Read More

Market Watch: September 2020

I hope you and your family are well and have enjoyed the summer. Fall is fast approaching and the “new normal” continues as students head back to school, whether virtually or in person, and many people continue to work from home. This has certainly been an interesting period to live through as a global society and there are a few chapters of this tale yet to be written.

Read More

What is “Dollar-Cost Averaging”?

“Averaging in” is something that we talk about on a regular basis with our clients when they have a large amount to invest at once, but it really comes into it’s own when the markets are more volatile, as we have seen lately. But what does it mean when we use the term “Dollar cost averaging” (DCA)?

Read More

Rick’s Interview With Michael Hughes

This morning, Rick spoke with Michael Hughes of GuardCap Asset Management, the UK division of Toronto based asset manager, Guardian Capital. Guardian has partnered with BMO to offer the BMO Concentrated Global Equity Fund and BMO Concentrated Global Balanced Funds. Michael is the client portfolio manager, who is part of the investment management team and tasked with the role of meeting with clients to discuss the GuardCap investment philosophy.

Read More

What Is Socially Responsible Investing?

Part of the job of a financial advisor is to stay on top of trends in the investment industry, and to advise clients accordingly.  One of the fastest growing sectors of the Canadian investment landscape is the Socially Responsible Investment sector. SRI is no longer just a niche segment of the marketplace; as of December 31 2017, just over half of all invested assets in Canada use SRI screens.

Read More
Subscribe to Investments