Newsletters

  • It’s been a seemingly endless flurry of geopolitical and economic disruptions: war in the Middle East, a Venezuela intervention, tariff disputes, the Ukraine/Russia conflict, soaring inflation and a global pandemic — all within five years. As the saying goes, “history is just one (darned) thing after another.”

  • Volatility returned to start the year, not just in financial markets, but in U.S. policy, driving geopolitical uncertainty amid widening global conflict. Even before recent events, this drove a flight to safety in precious metals, with swings in gold and silver prices, alongside a weakening U.S. dollar.

  • In many ways, we may be living through a golden age of investing. Lower costs, technological advances and unprecedented access to information make markets more accessible than ever.
    Consider how the investing landscape has evolved over the decades. Technology has automated trading systems, drastically lowering transaction costs, increasing access and fuelling trading activity.

  • In 1896, Washington, DC banned the introduction of cars because they threatened the livelihoods of horses. As The Washington Post reported: “The horse’s occupation, so largely taken away by reason of the use of bicycles, shall not further be displaced by horseless carriage.” Change is hard. History shows it’s difficult to know, in the moment, which changes will reshape the world.

  • Six minutes: that’s the time the median individual investor spends researching a stock before purchasing it online, according to a recent Wall Street Journal article.

  • Following two difficult years, the need for giving continues to grow, in Canada and across the world. For those who would like to make philanthropy a part of their legacy, here are seven key considerations (and surprising tax benefits) you should be aware of.

  • Leaving a lasting legacy for your family can involve careful planning and a team of professionals. Here are five questions that can help get you started.