Monthly Newsletter – September 2021

By |October 4th, 2021|

The American novelist Norman Mailer wrote: “There was that law of life, so cruel and so just, that one must grow or else pay more for remaining the same.”  At Baskin Wealth Management, we have chosen to grow. In this month’s newsletter, David discusses the recent succession planning changes made by us as we lay the foundation for the next twenty or thirty years ensuring we remain the high-touch, high-knowledge service that has built our business.

Monthly Newsletter – August 2021

By |September 1st, 2021|

After a slow start to the year, the spring and summer months brought our clients hot weather and even hotter returns.This has resulted in many asking the natural questions - "How much higher can the markets go?" and "Shouldn't we be looking at taking profits?". In this month's newsletter, Barry talks about the source and sustainability of these returns and the best way to deal with uncertainty.

Monthly Newsletter – July 2021

By |July 30th, 2021|

At the end of the day, earnings are what drive stock prices. Companies that make money, and particularly those that grow their earnings year after year, see the prices of their shares rise. Companies that lose money, no matter the amount of hype or publicity, ultimately see their shares fall. These twin truths are particularly important to remember in this year of “meme” stocks, crypto craziness and Robinhood retail empowerment.

Monthly Newsletter – June 2021

By |July 6th, 2021|

The number of mutual funds and ETFs has grown steadily over the decades such that there are now far more mutual funds for sale than stocks traded. These products provide some benefits such as diversification for accounts under, say, $500,000, which is why we have recently launched 2 pool funds. However, for larger accounts, holding the individual securities remains our preferred approach. In this month’s article, David provides 7 reasons why we continue to emphasize this for our clients.

Monthly Newsletter – April 2021

By |May 6th, 2021|

There has been a steady stream of news recently about the rising cost of goods sparking fears about inflation. In this month’s newsletter David looks at how the pandemic has contributed to this and explores whether labour costs, the more important factor for inducing inflation, will add to the increases in the coming year.

Monthly Newsletter – March 2021

By |April 6th, 2021|

By now, everyone knows the story of GameStop, even if they’ve never been in one of its stores to buy a video game. In this month’s newsletter, David describes how the story of GameStop, and many other similar companies, is raising the question of whether this represents a new paradigm for investing. Not surprisingly, he concludes that, while he doesn’t know how long it will last, this “internet frenzy” will not lead us to change the way we do what we do.

Monthly Newsletter – January 2021

By |February 1st, 2021|

In this month’s newsletter, David provides some perspective on the recent activity in stocks such as GameStop, AMC Theatres and Blackberry. While the actions around these may seem crazy, they are not much different than what were referred to as “pump and dump” schemes, just with a different group of promoters. He goes on to explain that, by following a tried and true approach to managing portfolios, these events in fact have no affect on us at all.

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