Barry attended the CFA Society’s Annual Investment Dinner where Gerry Schwartz, CEO of Onex, was the keynote speaker. While the presentation didn’t initially meet his expectations, he realized afterward that it was one of the best he’d ever heard.
Last Thursday was my 5-week-old son Asher’s first Halloween. My wife and I dressed him as a Korok from The Legend of Zelda: Breath of the Wild, one of our favourite games (don’t worry, there’s a picture at the bottom of the article).
Barry says a number of clients have told him the stock market is too volatile. In fact, he says volatility has actually declined over the past decade and investors are confusing price changes with the percent changes.
By David Baskin|2019-10-17T11:03:34-05:00October 17th, 2019|
I have often told our clients that the best thing about my job is that I get to think about a very wide range of problems, challenges and opportunities that could affect the economy, and their investments. Obviously climate [...]
The old cliché that markets climb a wall of worry is as true today is it ever has been but, are we too worried? In this quarter end newsletter, David talks about what's causing him to lose sleep and suggests that a little bit of worry is not necessarily a bad thing.
Pension splitting is one of the most powerful tools available to Canadian couples to reduce their tax burden in retirement and leave them with more money with which to accomplish their retirement goals.
In the last of his 4 part series on planning for retirement, Benjamin Klein examines what kind of returns a person can expect on their investments, and concludes with an example based on the process discussed.