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Autumn 2021 - How Often Are You Checking? 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
Summer 2021 - Cutting Through the Noise 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...

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Spring 2021 - We have Ideas 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.

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Winter 2020/2021 - Optimism & Hope 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

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Autumn 2020 - The Unprecedented Speed of Change 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.

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April 2020 - Covid Mehta Special Edition 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...

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Spring 2020 - The Power of Patience Thumbnail

Spring 2020 - The Power of Patience

Over recent months, the world has been caught off guard by the spread of the coronavirus. As we continue to grapple with the potential implications and uncertainties, the situation reminds us of the possibility of “black swan” events — unpredictable occurrences that have major consequences.

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