HNW Investors use Defensive Strategies at Market Peaks
HNW Investors use Defensive Strategies at Market Peaks for the purpose of Capital Preservation
Leaving Profit on the Table by Exiting the Market too Early?
Missing the last leg of a long-term advance is one of the costlier mistakes in investing, that’s why we use Rules. The Death Cross occurs after the true Peak.
Missing the Markets’ 10 Best Days and 10 Worst Days
Dividends are Good. Rules are Great. Pursue both.
Globe & Mail: The Stars and Dogs of 2016
Do you recognize any of the 2016 Stars and Dogs?
Hybrid Investing: Combining Active & Passive approaches with Rules
The blending of Active and Passive to form a Hybrid approach, with follow some type of Rule structure.
Choice: Stocks for Dividend Growth or ETFs for Dividend Yield?
Dividends can be obtained via: ETFs, Mutual Funds, or Individual Stocks. Each has it’s Pro’s & Con’s.
CRM 1/2 is here finally. Half-clap for the Industry.
CRM 1/2 + CRM 1/2 = Full Fee+Performance disclosure for Canadian Investors in 2018. Long awaited.
Disclosure guideline for Proprietary Products enforceable?
Do you own any Proprietary Products? Are you sure? You might be surprised.
With ETFs today is there still a need for Embedded Commissions?
Embedded Commissions are potentially going to be discontinued by the CSA/OSC/etc … and that is hopefully a resounding benefit to the Canadian Investor.
Same 6 Global Market Risks
One year later, the same 6 Global Risks, “plus ça change, plus c’est la même chose”, the more things change, the more they stay the same.
