Top-down and Bottom-up Analysis: Two Complementary Investment Approaches

In past blog posts, we have discussed some of the different investment styles commonly followed by wealth managers including the […]

Is the Longest Bull Market Over?

Since the “Great Recession” of 2008, investors have generally experienced positive returns from their investment portfolios. Now, over ten years […]

Important Role that Central Banks Play in Economy

Money makes the world go around. But how does the supply of money affect economic growth and what role do […]

Millennials, Money, and the Investment Industry

With millennials expected to inherit over $750 billion in the next decade1, the financial services industry must understand the mindset […]

Understanding the Relationship Between Our Economy and the Stock Market

Most readers will probably have at least a general understanding that the stock market is intended to serve as a […]

Canadian Investment Accounts – Part 2

In Part 1 of this article series, we covered some of the more common investment accounts available to investors: the […]

Artificial Intelligence Calling the Shots?

The presence of artificial intelligence (AI) in today’s society is not only undeniable but also remarkably powerful. Many of us, […]

Canadian Investment Accounts – Part 1

Everyone knows the importance of finding a great wealth manager. In order to take full advantage of your investments you […]

The Three Phases of Managing Cash Flows

With all of the changes that happen during our lifetime, it’s easy to forget about how we should manage our […]

How Our Personality Types Can Affect Attitudes Towards Risk and Decision Making

Our personalities play a role in nearly every aspect of our daily lives whether it’s influencing the type of car […]

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