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September has historically been one of the more challenging months for the Canadian equity market. Over the past several decades, the S&P/TSX Composite Index has produced an average September return…
A relatively small group of large companies has traditionally exerted considerable influence over the Canadian equity market. Canada’s largest banks, energy producers, resource companies, and other established businesses account for…
In this interview, Norman Levine, Portfolio Manager at Brook Wagman Private Wealth Management, discusses the resilience of Canadian consumer spending and several long-term investment opportunities. He explains why Ralph Lauren…
Financial year planning often receives the most attention in January. New goals are established, resolutions are made, and financial priorities suddenly move to the top of the list. For many…
Few financial decisions are postponed more frequently than insurance reviews. Unlike investment volatility, retirement deadlines, or tax obligations....
Many financial decisions are easy to postpone. Unlike deadlines imposed by employers, governments, or financial institutions, personal financial....
Estate strategy is one of the most important components of a comprehensive financial strategy, yet it is also one of the most frequently postponed.
Modern investors are surrounded by information. Financial news operates around the clock, market performance is available in real time..
Every investment strategy looks effective when markets are stable. Asset allocations make sense, risk tolerance feels appropriate....
When investors discuss successful investing, the conversation often centers on returns. Which investment performed best? Which sector outperformed expectations? ....
Financial markets reward discipline far more often than they reward prediction. Yet many investors approach decision-making as a reaction to events rather than as part of a structured long-term strategy.…
There is a reason concentrated investing appeals to people. When a small number of investments perform exceptionally well, the results can appear impressive very quickly. Investors begin associating focus with…