Recent Articles

Cycle of Market Emotions

Getting emotional about investments can easily lead to poor decisions as investors fall prey to negative thoughts and fears. The chart below helps to illustrate the emotional aspects of investing.   The human brain constantly searches for …

Owen is married and has two children. He has been working at the same company for over five years and relies heavily on his employee group plan for his life insurance needs. A new single co-worker got …

When investment markets officially hit “bear market” territory in June 2022 – while Central Banks in North America and elsewhere were continuing to raise interest rates – questions began swirling about whether the US Federal Reserve (Fed) …

Portfolio Diversification

Looking back over the past few years, one thing is certain – we can never be absolutely sure what the financial markets will do at any given time. We can study charts and graphs, both historical and …

Almost 750,000 Canadians are living with some form of dementia1. The personal and financial challenges can be devastating for elderly individuals as well as for the adult children who care for them. Daniel, 63, knows this story …

Putting It In Perspective

The investment markets have been very “volatile” since the start of 2022. Volatile is just financial industry jargon that means markets move up and down. For retail investors, the biggest concern is when markets move down. Retail …