Investment Thoughts

I am not by inclination a writer, but from time to time the occasion presents itself - or is thrust upon me. This little collection, which is original to me rather than copied from some other source, will help you understand my investment principles and processes as they would be applied to your account. I have also added some thoughts on investment generally. These in many cases were prompted by inappropriate or alarmist articles in newspapers or magazines. I hope you find them a useful counterpoint.

Benchmark

Much is being talked about in articles about personal finance in papers and magazines about benchmarks for your portfolio. Read more...

The Elephant In The Living Room

The real risk in investment is not where think. Read more...

The 'Hot Pick' Versus The Balanced Portfolio

The braggart who tells you about his latest killing never tells you about getting killed. Read more...

Get The Help That Works For You >

Today, you have choices. "Free" and "inexpensive" help have limitations you should be aware of. Read more...

The Strength In Staying Fully Invested

Volatility can be painful in the short term, but trying to "time the market" makes matters worse. Read more...

An article in the Financial Post gives a snapshot of the way I develop a portfolio, then adapt the investment process to the client's individual circumstances - in this case, for a client whose household income varies annually according to the flow of the client's and her husband's respective self-employment income.

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