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Running to Retirement
Stay diversified, and stay the course. That’s good advice for both runners and investors.
How to Construct a Good Investment Policy Statement
Category: Investing
I wrote in a previous blog about the importance of having a well-written Investment Policy Statement (IPS). What should be in a well-written document?
Chart of the Month – Dec 2022
Category: Investing
Those of you who keep up with the financial news are likely familiar with the three most quoted indices, the S&P 500, Dow Jones Industrial Average, and the NASDAQ. Sometimes, the returns for all of them are similar, but sometimes they are not.
Chart of the Month – Jan 2023
Category: Investing
It's natural to sit down at the end of the year and reflect on what happened. Here is a short recap of what happened in the markets and the world in 2022.
Positives About the Market
Category: Investing
2022 was a historically painful year as an investor with stock markets experiencing a bear market, and bond markets having one of their worst years ever. However, as we enter 2023, I’d like to consider the positives.
Chart of the Month – Feb 2023
Category: Investing
Recently, a client asked me about sectors. What are they? And how do they fit into a portfolio?
Making the Most of a Bear Market
Category: Investing
If you’re a young professional, negative market returns can carry less weight than you might think. Let’s use 2022 as an example.
Chart of the Month – Mar 2023
Category: Investing
Is there conclusive evidence that one sector is better than another when it comes to returns?