Interest Rate Predications

Interest Rate Predications

Investing in the financial markets is often a challenging experience and, so far in 2019, that has definitely been the case.  Most bond managers have kept their focus on the dramatic decline in interest rates around the world.  Much has been said about the level of...
Recap of 2018 – Outlook for 2019

Recap of 2018 – Outlook for 2019

Everyone knows how to win. Few know how to lose. Yet the secret to making money in the various markets is knowing how to lose and how to control your losses. In the book Warren Buffet calls the best book ever written on investing, namely Benjamin Graham’s THE...
Security Financial Update

Security Financial Update

It looks like 2018 will be the first year since 2008 where all the major indices are negative for the year.  Since 2008 we had an upward trajectory in the market with no recession since the Great Recession of 2008-09.  We are now showing signs of a late-cycle market...
Control Your Destiny, for Clients’ Sake

Control Your Destiny, for Clients’ Sake

Hard to believe the summer is almost over, my children are already going back to school next week and I ask myself where has the summer gone? In any event, I wanted to share with you a featured article I wrote for BMO Global Asset Management’s newsletter. In it, I...
Feature in BMO Insight Magazine

Feature in BMO Insight Magazine

I wanted to take this opportunity to share my interview with BMO Global Asset Management Investment Review. I was featured in their Insight magazine which is an industry publication. I discussed my philosophy about the framework for constructing client portfolios. The...