With interest rates rising substantially from their lows, there has been increased attention to low-risk, fixed-income...
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October Market Insights: Is There Something Rotten In The State Of Canada?
The Inconvenient Truth: An Alternative Narrative “Something is rotten in the state of Denmark” – William Shakespeare,...
Warren Buffett Speaks: His “Secret Sauce” & More…
What’s in Warren Buffett’s “secret sauce?” In his latest shareholder letter, the Oracle of Omaha shares one of his...
September Market Insights: The Fed’s High-Wire Act
Discretion is the Better Part of Valour “We are navigating by the stars under cloudy skies.” – Chairman Jerome H....
Welcome to the Age of Artificial Intelligence
In the summer of 2022, technology pioneer Bill Gates met with the team that developed the algorithm ChatGPT and left...
Maximize Your Exemption: Thinking Ahead to the Sale of Your Property (IES)
It is the summer — one of the busiest seasons for residential home sales. For many of us, our home is one of our most...
August Market Insights: Unveiling The Crystal Ball
A Glimpse Into The Future Of Financial Markets From 2024 To 2030 Download this PDF here. In early 2021, I presented a...
Intergenerational Wealth Planning: In Praise of the Summer Job
Remember the days of old, when the summer job was a rite of passage? Those of us who preceded the digital era may...
The Fed Pause: Are We Near the End of the Rate Cycle?
If talk of interest rate increases has seemed unending, you’re not mistaken: we are in one of the most aggressive...
Wall Street Is About To Embrace Crypto, And It’s Not What You Think!
A New Era Is Upon UsDownload this PDF here.“Nothing is more powerful than an idea whose time has come.” –...