Articles

Monthly Market Snapshot

The seemingly uninterrupted rally that bolstered stock prices for the first four months of the year came to an abrupt halt in May as all of the key equity market gauges we follow showed low to mid-single digit percentage losses. Despite the pullback, however, YTD...

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A Rocky Quarter, But Not a Bad One

If asset prices moved up in a straight line in the first quarter of this year, the second quarter was more of a winding road. U.S. equities still managed to register a positive quarter, but with large swings in the process. Even if it ended the quarter in positive...

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The Value of Good Long-Term Disability Insurance

I was recently reminded of how important good long-term disability plans as someone was telling me about a couple of people they know where on the one hand a fellow years ago purchased the best long-term disability insurance program he could afford and unfortunately...

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A Bird in the Hand is Worth Two in the Bush

This saying suggests that it is better to hold onto something one has already than to risk losing it by trying to attain something better. Is this the right approach to investing? Over the last 25 years I have come across people that have had family members that have...

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In B.C. Almost Half Don’t Yet Have a Financial Plan

According to the 2019 RBC Financial Independence in Retirement poll 48% of those in BC do not yet have a financial plan. Of the 52% that do have a financial plan 32% of these admitted the plan is in their head. This means that 65% of those in BC have no written...

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