facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause

Insights, Articles
Newsletters & Blogs

STAY
INFORMED

Join our mailing list to keep current on our news.

We will never spam you or share your email.

%POST_TITLE% Thumbnail

Summer 2022 - The Importance of Holding On

It has been difficult to find much market commentary that suggests positive developments in the financial and economic markets over recent times. The reasons are many: high and persistent inflation, more aggressive tightening policies by central banks and the prospect of recession. This has created significant uncertainty over the path forward...

Our Newsletter
%POST_TITLE% Thumbnail

Spring 2022 - The Return to "Normal"

Volatility has returned to the equity markets. For investors, it may feel particularly unsettling considering that extended periods of volatility haven’t been seen for some time. Yet, after over two years of disruption, consider that the return to “normal” is expected to take time and there will be the inevitable bumps along the way.

Our Newsletter
%POST_TITLE% Thumbnail

Winter 2021 - The Enduring Human Spirit

An article published by the Wall Street Journal shared some fitting advice from endurance athletes, suggesting that those who endure adversity can emerge stronger and more resilient in what is termed 'post-traumatic growth." 1 Over the past 20 months, we've each had to endure adversity...

Our Newsletter
%POST_TITLE% Thumbnail

Autumn 2021 - How Often Are You Checking?

According to recent reports, investors using a LIS. discount brokerage platform are checking their portfolios at an alarming rate of seven times per day.' It's not difficult to do Today, often all it takes is one quick swipe on our srnartphones. However, frequent portfolio checking may be hazardous to your investing health.

Our Newsletter
%POST_TITLE% Thumbnail

Summer 2021 - Cutting Through the Noise

There is an old saying in the investment industry: “Don’t confuse brains with a bull market.” The inference, of course, is that it’s easy to pick winners when markets are rising. The challenges emerge when the markets change their course, as they always do...

Our Newsletter
%POST_TITLE% Thumbnail

Spring 2021 - We have Ideas

Investor sentiment can swing from one extreme to another, resulting in wide variations in the prices of securities over time. Consider how today's concerns differ sharply from just one year ago.

Our Newsletter
%POST_TITLE% Thumbnail

Winter 2020/2021 - Optimism & Hope

The turning of a new year is synonymous with optimism and hope. After a difficult year, it may feel as though optimism is in short supply. Yet, here are some reasons why better times may lie ahead for 2021

Our Newsletter
%POST_TITLE% Thumbnail

Autumn 2020 - The Unprecedented Speed of Change

If there’s a common theme to characterize 2020, it is that change can happen at an unprecedented speed. While we experienced the fastest bear market in history in March, this was quickly followed by one of the strongest quarters for equity markets, despite what was happening on the ground.

Our Newsletter
%POST_TITLE% Thumbnail

April 2020 - Covid Mehta Special Edition

The impact of the Covid-19 virus continues to have extraordinary global effects. The significant containment efforts — from closing international borders, to quarantining regions and shutting down non-essential businesses in many areas...

Our Newsletter