“The best investors do not target return; they focus first on risk…” ~Seth Klarman How do the best investors decide when and where to invest today based upon headlines that swing so quickly between despair and euphoria?  Well, they actually don’t decide. The best investors hire fund managers so they can enjoy their lives! They have learned...Read More

“For the times, they are a-changin'” ~ Bob Dylan Do you ever wonder what are my money managers doing for me? Revisiting the New Playbook, by Robert Taylor at Canoe Financial, provides insight into how a fund manager thinks and acts in financial markets. This great article illustrates the benefits of active management while addressing the...Read More

When markets make new all-time highs they can still keep rising for quite some time – and nobody knows when that will change. At times such as these, when stock markets are high, investors especially need effective risk managment. Our “pension-style” portfolio models select specific funds which combine multiple protective strategies: A balanced, diversified, multi-asset strategy...Read More

As you may know, the composition of the S&P500 has changed dramatically over time. In fact, the top 10 stocks in the index are completely different today than they were only a few years ago!   Considering that many of the most successful companies were replaced in the index by competitors, we can be reasonably confident the leadership...Read More