by admin@campfiredigitalmarketing.ca | Jul 11, 2012 | Financial Planning, Investment Services, Our Insights, Portfolio Management, Special Reports and Newsletters, Uncategorized, Wealth Management
FINDING THE POINT OF MAXIMUM PESSIMISM It is hard to find anyone optimistic about the stock market anywhere these days. By “anywhere” I mean find an optimist anywhere who is optimistic about any stock market anywhere. What we do have are plenty of stock market...
by admin@campfiredigitalmarketing.ca | Jun 22, 2012 | Financial Planning, Investment Services, Our Insights, Portfolio Management, Special Reports and Newsletters, Uncategorized, Wealth Management
Over the years I have met many investors who have one major complaint “My advisor has never, ever told me to sell.” Many investors feel that, indeed, “sell” is not in their advisor’s vocabulary. Our industry is well known for preaching a buy and hold strategy. These...
by admin@campfiredigitalmarketing.ca | Jun 13, 2012 | Financial Planning, Investment Services, Our Insights, Portfolio Management, Special Reports and Newsletters, Uncategorized, Wealth Management
Most investors (and their advisors) follow the Horse Race Methodology (HRM) in investment selection and it is incredibly difficult not to. HRM is so natural and seemingly logical that many people are not aware that they are doing it. HRM arises when investors select...
by admin@campfiredigitalmarketing.ca | May 17, 2012 | Our Insights, Special Reports and Newsletters, Total Client Experience, Uncategorized
On December 29, 1972 Eastern Airlines Flight 401, an L-1011 airliner carrying 163 passengers and 13 crew, crashed into the Florida everglades killing 101 people. The flight 401 story is quite a dramatic one and, I am by no means diminishing it but the primary cause of...
by admin@campfiredigitalmarketing.ca | May 10, 2012 | Investment Services, Our Insights, Special Reports and Newsletters, Total Client Experience, Uncategorized
By now you may have guessed that I generally do not recommend traditional mutual funds. I detail the reasons for this statement in my book, but let’s not throw out the baby with the bathwater. For many investors, mutual funds will remain the investment of choice for...
