Stocks vs. Bonds
Stocks vs. Bonds Stocks and Bonds are two financial instruments that are typically the core of any investor’s portfolio. But do you know exactly what constitutes a stock or bond, or whether you should [...]
Difference Between Growth & Value Stocks
The Difference Between Growth & Value Stocks The stock (“equity”) market contains a vast universe of companies, all of which display varying attributes and fundamentals. As a result, investors have created numerous different [...]
Using Mortgage Interest to Fund Investments: The Interest Tracing Rules
Finding the capital to make investments, whether into your business or other traditional investments, can often be challenging. The more stringent lending rules emanating from the latest economic downturn have made it even more difficult. For many investors, the [...]
Good Guys Don’t Finish Last: The Performance Benefits of SRI Investing
For investors that are interested in sustainable, responsible, and impact (“SRI”) investing, the common question almost always comes up: “Can SRI investments produce the same returns as traditional investments, is performance sacrificed in order to achieve a social impact?” [...]
China Review: Economic Risks & Recommendation
As volatility heightened over the last year across global markets, China has come under the spotlight as a key source of global turmoil. During the past year we have indicated that China’s economic situation has become increasingly precarious, however, [...]
Don’t Sweat the Small Stuff: The Hidden Opportunities in International Small Companies and Small Countries
While having exposure to international equities is a well-documented benefit to an investor’s total asset allocation, the underlying composition of an international equity portfolio is often overlooked and under-diversified. As a result, investors may be limiting their opportunity [...]