Our Views

At our investment meeting this week, one of my colleagues shared the news that he had received a call late the night before from a prospective client confirming his decision to hire us to manage his portfolio. While that itself is not news we’re thankful to say, what was interesting was the ... Keep Reading "How to protect your investments from a market downturn" >

Equity mutual funds are getting a late Christmas gift this month: they are finally able to drop return data from 2008 from the calculation of their five-year performance numbers. Why is that important? In 2008, global equity markets fell between 30-54% (as if we need reminding!). Given that ... Keep Reading "Risk management is a hard sell!" >