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...
Fundamentals or hype?

Fundamentals or hype?

Does the average person buy a stock/business because they understand the business model, they understand it’s competitive intelligence, it’s barrier to entry for the competition, and their financial position?  Or do they buy based on hype?  I am writing this note due...