Post U.S. Midterm Volatility

“A player surprised is a player half-beaten.” – Chess Proverb The World Chess Championship is currently being played in London, and for the first time in decades, an American could be crowned as champion.  But this letter isn’t really about chess. ...

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Four things you should know about the U.S. midterms

With the U.S. midterm election right around the corner, many clients have been asking me what the elections could mean for the markets. Here are four things you should know about the relationship between midterm elections and markets......

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Interest Rates 2018

It’s October, which means autumn is upon us. But this year, it’s not just the leaves that are falling. The markets have been falling, too. On Wednesday, October 10, the Dow slid more than 800 points. The S&P 500 fell for the fifth straight day......

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Canada's First Labour Day

It started on a spring day in 1872, when a group of Toronto printers went on strike. For years, they had been asking, pleading, and finally demanding employers to decrease their hours to a nine-hour work day and a fifty-eight-hour work week. Look a...

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Summer Trade War

“Printing ink, not black, solid.” “Yarn (not sewing thread) of synthetic staple fibers, mixed mainly with artificial staple fibers.” “Meat of swine other than hams, shoulders, bellies and cuts thereof, salted, brined, or smoked.” “Organic surface-...

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Aesop on Finances 6

Recently, I came across a story by the ancient Greek fabulist, Aesop that I wanted to share with you. Like many of his fables, this one contains some good common sense that applies not only to our everyday lives…but to our finances as well.  The Mas...

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Aesop on Finances 5

When it comes to investing, almost everyone would agree that it is smart to have an investment strategy. Using a strategy, as opposed to “just winging it” or “going with your gut” can help prevent you from making decisions based on emotions or snap j...

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Aesop on Finances 4

Recently, I’ve been thinking about investing.  “What’s so special about that?” you’re probably wondering. After all, I am a financial advisor, so it’s my job to think about investing. But lately, my thoughts have taken on a slight twist. “Why do we...

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Aesop on Finances 3

When I ask people what their number one financial goal is, many of them say things like this:       “Pay off my house.”        “Buy a better car.”        “Go on vacation.”        “Pay off my credit card debt.”  Those are all really good goals to...

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Aesop on Finances 2

Ever notice how much human beings act on impulse? Advertising companies sure do. So do car dealerships, banks, and your local gym. Every time you go to the checkout counter at a grocery store, the strategically-placed candy bars and tabloid magazines...

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