Why The Hype Around Private Investments?

You may be hearing more about Private Investments these days and wondering if they are suitable. The first question you may have is why the focus on them now?

Share
Dear 90 Year Old Me

This wonderful 4-minute video from our Head of Financial Life Strategies, Monique Madan (CFP), discusses one of the greatest predictors of future wealth.

Share
Keep Calm and Plan For Volatility

Keeping your nerve when you see minus signs on your portfolio statement is not easy. Throw in a global pandemic, the rising cost of living, interest rate hikes, and a news cycle of war and political division, and it’s little wonder many investors want to exit the market and hunker down until the good times return.

Share
Inflation … what does it mean?

Gordon Gekko hasn’t done the investment industry’s reputation any favours. Michael Douglas’ unscrupulous movie character quickly became shorthand for all that is wrong with Wall Street and financial markets with his infamous ‘greed is good’ speech. But you don’t have to look too far away from the big screen to see real-life examples of people whose actions have perpetuated the link between the wealth industry, untrustworthy characters and get-rich-quick trades.

Share
Volatility and Staying Invested

Imagine you’re on a long-haul flight and the pilot informs you of every hint of turbulence. It would drive every passenger crazy. Thankfully, instead, most of us watch a movie, grab some uncomfortable sleep, and wait until the plane’s wheels hit tarmac. Ignorance is bliss. Yet, when it comes to the financial markets, investors absorb daily blow-by-blow accounts of price drops, stock bubbles, and geopolitical-induced volatility. This can influence decisions and emotions, and lead to panic selling – and often panic buying – that harms your portfolio.

Share
Why Sitting Out Of Risky Markets Is A Bigger Risk Than You May Realize

Behavioural psychologists often talk about “loss aversion” or “negativity bias”. Both phrases essentially mean that people experience loss more intensely than gains. In other words, for every dollar you lose, you need to get back two to offset the emotional pain. Everyone talks about the fear of missing out, but the fear of losing is just as real.

Share
An Alternative View

For years, you’ve dined on meat and potatoes; sturdy fare that’s given you the strength and endurance you’ve needed. Now, however, while the prime cuts of meat still deliver, the

Share