Our Investment Philosophy
- We Follow the Science of Investing
- We Believe in Global Diversification
- We Do Not Time the Markets
- We Do Not Speculate
- We Emphasize Low Cost & Tax Efficiency
- We Are Disciplined & Ignore the Noise
Most importantly, we focus on what we can control.
The Bumpy Road to the Market’s Long-Term Average
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…
Is It Time to Sell Stocks?
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…
We Continue to Stick with What Works; Not What is Sexy
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…
Worried About Stocks?; Why Long-Term Investing Is Crucial
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…
What Happens When You Fail at Market Timing?
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…
So What’s Your Plan for the Bear Market?
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,…
Forecast, Wish, Worry: Matthews + Associates
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…
Silicon Valley Bank
On Friday, March 10, 2023, Silicon Valley Bank (SVB) failed after a bank run, marking the second-largest bank failure in United States history and the largest since the 2007–2008 financial crisis. It was…
10 Attributes of Great Financial Advisors
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…