New Ball, New Game: The Role Of Liquid Alternatives In Balanced Portfolios
In the cult classic film ‘The Big Lebowski,’ Jeff Bridges plays The Dude whose life is thrown into disarray when his beloved rug is...
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Articles
Written by some of our favourites in the industry.
Anthony Faiella
- Jan 11
Ontario Farmland – The Undiscovered Alternative
After four decades of benefiting from the decline in interest rates and the tailwind it provided the standard 60/40 portfolio, investors...
Peter Volny & Linda Goddard
- Oct 18, 2022
The Road Less Traveled: Portugal and Galicia
We visited Lisbon and Porto many years ago, but had never seen the rest of Portugal so our mission over five weeks was to see as much as...
O’Sullivan
- Oct 10, 2022
When Should Children Inherit
A key issue in estate planning that parents struggle with is, "at what age should children inherit?", says estate planning lawyer...
Jim C. Otar
- Aug 18, 2022
Time To Fill Inflation Buckets
Canadian financial experts tend to be an optimistic bunch. Many planners use a two per cent CPI indexation for their forecast ...
Peter Volny & Linda Goddard
- Aug 12, 2022
The Road Less Travelled: A Driving Trip Through Italy, Corsica, and Sardinia
There’s an idiom ‒ ‘Getting there is half the fun’ – but regrettably this does not often apply to flying to a destination, especially in...
Jay Stark
- Jul 19, 2022
Peace Of Mind For Your Head … And Your Heart
At no time did the adage ‘we’re all in this together’ ring so true to me than at the first in-person event I attended since the start of...
Jim C. Otar
- Jul 14, 2022
The Time To Recover From A Loss
Stock market line charts with global vector illustration. Blue and Purple Japanese candle bars graph with colorful curves graphic design....
John De Goey
- Jul 5, 2022
Inflation Is Worse than Expected
The first thing people should ask when they read a headline like this one is: ‘Well, what the heck did you expect?’ A year or so ago, I...
PWC
- Jun 29, 2022
Top 10 Vacation Homes For The Summer
Vrbo, an American vacation rental online marketplace, has revealed its first ever list of ‘Vacation Homes of the Year,’ highlighting 10...
Maria Pacella
- Jun 14, 2022
2022 Is The Perfect Time To Get Ready For An IPO
2021 was a fantastic year for Canadian tech IPOs. Public offerings, which had been historically rare for tech startups north of the...
Mark Halpern
- Jun 14, 2022
Death, Taxes And The Search For Meaning
Financial planners will tell you that you have three choices for where to leave your money after you’re gone – family, charity, or the...
Peter Volny & Linda Goddard
- Jun 14, 2022
The Road Less Travelled: A Driving Trip Through The Cradle Of Civilization ‒ Greece
Greece is often touted as the cradle of civilization and a visit here lends credence. Having dined on the Danforth in Toronto, ON, for...
Marly Peikes
- Jun 13, 2022
Four Ways of Charitable Giving
In the words of steel baron and progressive philanthropist, Andrew Carnegie, “it is more difficult to give money away intelligently than...
Jean-Pierre A. Laporte and Craig Machel
- Jun 13, 2022
PPPs Offer Security In Retirement
In the opening scene of Netflix’s Brazilian series ‘3%,’ we are told that the world is divided into two parts: one abundant, another one...
Kunal Sawhney
- Jan 16, 2022
G7 Agreement Covers A Lot Of Ground, But We Have Miles To Go
The taxation issue worrying American tech giants saw many developments in the first week of June. The U.S., which considers digital...
Anna Malazhavaya
- Jan 13, 2022
Report On U.S. Billionaires Paying 1% Tax Is Mixing Apples And Oranges
Earlier this spring, a news organization called ProPublica got a hold of private confidential tax data from the IRS on several wealthy...
Merilee Kern
- Jan 13, 2022
Luxury Travellers, Bookers And Event Planners Increasingly Opting For Private Villa Rentals
It would be an understatement to say that the recent pandemic is ushering in a seismic shift for the travel trade, which suffered a...
John De Goey
- Jan 13, 2022
The 5% Solution
One thing that many economic historians often overlook is that one’s worldview is shaped by life experiences. That includes matters like...
Kunal Sawhney
- Jan 12, 2022
Cryptocurrencies Lack Utility, Can’t Be A Mainstream Economic Activity
The official website of the government of Canada mentions that ‘digital currencies are not legal tender.’ What follows this statement are...
Felix Narhi
New Ball, New Game: The Role Of Liquid Alternatives In Balanced Portfolios
In the cult classic film ‘The Big Lebowski,’ Jeff Bridges plays The Dude whose life is thrown into disarray when his beloved rug is...
Anthony Faiella
Ontario Farmland – The Undiscovered Alternative
After four decades of benefiting from the decline in interest rates and the tailwind it provided the standard 60/40 portfolio, investors...
Peter Volny & Linda Goddard
The Road Less Traveled: Portugal and Galicia
We visited Lisbon and Porto many years ago, but had never seen the rest of Portugal so our mission over five weeks was to see as much as...
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