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stock market

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family office wealth

Ten things keeping wealthy Canadians (and their advisors) awake at night

They once found comfort in making informed predictions about the future. But not any more

January 22, 2024
Fundamentals

HNW investing portfolio

An ‘outlier’ year: What wealthier investors are doing, and their plans for 2023

Even bullish investors are shaken, as cash-yielding investments and alternatives move into the limelight

November 28, 2022
Wealth

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

Potential challenges to market gains for investors in 2022

‘There are still gains to be made, but they’re going to be harder to come by’

December 29, 2021
Wealth

‘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

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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