The following sneak peek into our “pension-style” investment process comes from our forthcoming new website…more to follow! Below we detail how we manage our CommonWealth Portfolios. We do this work for our clients so they can invest with confidence. Our Pension-Style Investment Process: First, we use multiple statistical metrics and strict quantitative criteria to test...Read More
Here is a short article with some solid financial advice: https://dfpi.ca.gov/wp-content/uploads/sites/337/2019/06/8_Tips_for_Financial_Success.pdf 8 Tips For Financial Success Article Summary: 1. Choose Carefully. 2. Invest In Yourself. 3. Plan Your Spending. 4. Save, Save More, and Keep Saving. 5. Put Yourself on a Budget. 6. Learn to Invest. 7. Credit Can Be Your Friend, or Enemy. 8....Read More
Researchers have long known of the correlation linking health, wealth and longevity. Financial preparedness can increase both lifespan and healthspan. Read More
By showing the returns of various portfolios (Vertical Axis) against their level of risk (Horizontal Axis) you can get a more accurate picture how real portfolios are actually functioningRead More
Please find an update on the Canadian 2024 Budget: https://acrobat.adobe.com/id/urn:aaid:sc:US:c02da49e-3a3c-49fa-a710-65c91ca16b80 Call us if you have any questions!Read More
While index funds cost less than actively-managed mutual funds and they are both “diversified” we think index funds have some surprising drawbacks. Consider these four important disadvantages of index funds: 1. Index funds may not provide as much diversification as one thinks. Nortel’s weighting within the TSX (Canada’s main stock market index) grew from an initial 3%...Read More
