Silicon Valley Bank

When market returns have been stable and trending upwards for an extended period of time, we often start to adjust our expectations.  It is important that we keep in mind…

With recent record high markets, the war in Europe, high inflation, among other things, there is no shortage of reasons for investors to start questioning their current portfolio allocations. As…

It is natural to wonder if you could be doing more with your portfolio. Whether that be: protect better, grow more, or get ahead of the next trend or market…

I recently talked to another advisor regarding the state of the world and what that means for navigating the investment universe moving forward. The thought being just a couple of…

It is human intuition to think we can find patterns (shortcuts), outsmart or work harder to achieve our desired results. In many facets of life, this is true. Unfortunately, while…

While this is a common theme I have written about in 2022, it is worth repeating.  In investing, planning for the long-term is critical for investing success. During bear markets,…

We recently held a client appreciation event, and our guest speaker presented the argument as to why you should separate your media diet from your investment decisions. There are more…

After a decade of favourable returns, we have seen more and more people turning to DIY investing over the past few years. However, 2022 has been anything but a favourable…