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John De Goey for Canadian Family Offices

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If you’re not taking profits, is the tax tail wagging the investment dog?

Wisdom holds that investors should rebalance and sell winners after markets have moved up

February 9, 2022
Commentary

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Are financial advisors really ready for a serious downturn?

Clients facing a big, sustained drop in the markets might not listen to advice that worked last time

December 7, 2021
Commentary

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‘Lower for longer’ could apply to stock markets someday. Are you ready?

The last bear market was only 5 weeks long, and we’ve become complacent, John De Goey writes

November 9, 2021
Commentary

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Security selection a hazy proposition, especially for HNW investors

‘Whatever your portfolio construction, I would not recommend actively trading the underlying securities in it’

October 21, 2021
Commentary

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How might HNW investors cope with another Great Depression?

A big drawdown in capital markets seems imminent. What steps should you take, and when?

August 23, 2021
Commentary

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Debut of Purpose Longevity fund brings back an old-school strategy

Combining the new fund with universal life insurance puts an effective estate plan in place

July 20, 2021
Commentary

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Optimism bias: Our overconfidence in the markets could be our undoing

Overconfidence is an affliction that people in general – and financial advisors in particular – suffer from

June 15, 2021
Commentary

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