Releases

02 Apr: Insurance — who has it and who should have it!

Insurance, whether it is being used for wealth preservation or as a safety net, has a place in our financial well-being.  Those of us who have been around for a handful of decades or more will remember that insurance companies had captive salesforces. In addition, everyone had a family member,…

28 Mar: One Year Later (TWTW – Mar 22-26, 2021)

One Year later – Markets bottomed March 23, 2020, after the fastest and most brutal Bear markets from highs reached barely a month prior, at the hands of a pandemic forcing total shutdowns across economies worldwide. Is this week’s Suez Canal saga – clogging world trade – a good illustration…

21 Mar: Canadians’ ETF Usage & Awareness by company

ETFs have been around in Canada for more than 30 years, but adoption has not been as quick as one would have thought or expected.  A large part is due to the MFDA channel not being able to sell them, although that should change soon. This chart also shows how…

14 Mar: Memo from the ETF frontlines (TWTW Mar 8-12, 2021)

I suggest the following to you: How about while it is certainly no guarantee of future returns, it could in fact be a meaningful marker of what you might well want to pay attention to. +, well, when we consider “momentum” based strategies … isn’t the underlying principle that what has momentum (aka has been shown to work …) might continue to move in the direction it is already headed in until … well it stops. ERGO – I pay attention to past performance for what could be “signals” or “markers”.