19 November, 2020 Total Client Experience

My Trip to see Warren Buffett

My son William and I just got back from Omaha, Nebraska, the site of Warren Buffett’s Berkshire Hathaway annual shareholders meeting. This annual event has developed into quite the spectacle. Over the decades, the meeting has grown from a small gathering...

19 November, 2020 Total Client Experience

Bill Gates Feels You Worry About the Wrong Things. I agree

The longer I live, the more I realize that humans are just beginning to learn how to use our brain and think properly. Our existing poor thought processes lead to many bad decisions that affect our everyday lives and finances. For example, it is startling...

19 November, 2020 Investment Services Special Reports and Newsletters Total Client Experience

How much has your investment made? Here is how NOT to do it

The market value and book value of your investment is $50,000. You are unhappy because you believe that you have not made a profit. The problem? There is a very high probability that this assumption is incorrect....

19 November, 2020 Total Client Experience

2019 Outlook and Market Review

Toronto Due Diligence conference, that event gave us perspective on what is happening in the markets and what our investment specialists are doing....

19 November, 2020 Total Client Experience

The Commercial Say’s “Retire up to 30% Wealthier”. Really?

The online discount brokerage firm, Questrade, has been producing commercials with the headline “retire up to 30% wealthier”. Their premise is how you can retire wealthier by using their low-cost, web-based, minimal service brokerage service. It seem...

19 November, 2020 Total Client Experience

Your investment time horizon is not what you think it is

Client’s often tell me something along the lines of, “I am retiring in 5 years, at age 65, I only have a 5-year time horizon....

19 November, 2020 Total Client Experience

Getting Busy on the Proof

John Kenneth Galbraith once said, “Faced with choice between changing one’s mind and proving that there is no need to do so, almost everyone gets busy on the proof”.  ...

19 November, 2020 Total Client Experience

How Did Market Timers Do Last Fall?

Some people still feel stock markets can be timed and their portfolio can be structured to avoid the downturns....

19 November, 2020 Total Client Experience

Are you open or closed minded?

I’m just guessing, but I would bet that most people feel that they are more open minded than the average person. That is simply impossible. Being open minded is, without question, one of the most important attributes to success with business, money and...

19 November, 2020 Total Client Experience

How to invest like the greats

What is the best way to learn how to do something really well? Simple, just look at people who excel at that task and copy them....

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