Investor Education
The Repo Market – The High-Stakes Pawn Shop Powering Our Economy
Have you ever been short of cash and decided to pawn something valuable? Don’t worry, your investments are safe and no, I’m not in the
May 12, 2023
Have you ever been short of cash and decided to pawn something valuable? Don’t worry, your investments are safe and no, I’m not in the
This year, the financial markets have seen an increasing interest in short selling. A variety of factors drove this growth, including market volatility, speculation, and
Last week, I wrote about a potential credit crunch that would potentially reduce liquidity. It would therefore make mortgages, lines of credit, car loans more
The global economy is a complex, ever-changing landscape. Investors must remain vigilant to anticipate potential shifts that could impact their portfolios. One such event that
SVB Financial, aka Silicon Valley Bank, shut down Friday morning prompting shares of regional banks to fall. Silicon Valley Bank is mostly known for its
This week I sat down with a client who has a variable mortgage rate. Her mortgage rate now sits at 5.85%. Up from 1.5% nearly
In my opinion, most investors, experienced or not, have a difficult time spotting investment opportunities. Some investors tend to have tunnel vision and stick to
As a child growing up in the 80’s, Saturday mornings were all about cartoons. I watched many shows (mostly with cereal and my mother’s Frittata).
It’s easy to think your investment strategy is not working especially when you simply look at “The bottom line”. This phrase refers to clients who
It’s been a very busy December so far. Multiple client meetings to cover tax loss selling with hopes to finish by mid month. My goal
You decided to invest in a business. A promising and well managed publicly traded company with exciting growth potential. Somebody advised you that the ride
The biggest recent news is the spectacular collapse of the FTX cryptocurrency exchange, owned by 30-year-old Samuel Bankman-Fried. Now, FTX is bankrupt. He is under
“Stocks skyrocket in best inflation day rally in more than a decade” was yesterday’s headline in the Financial Post. You could say the best news
This week, Benjamin (Benny) my youngest child of 3 went to his first Montreal Canadiens game. Let me tell you, the Bell Centre experience did
Today, we live in a world where large tech companies collect massive amounts of our data and in exchange, provide us with a variety of
Hate it, love it or profit from it, technology is rapidly changing the way we live our lives. From communications to means of exchange to
Today, I’m talking about the next chapter of the internet. Web 3.0. The new web could be here sooner than we think from how we
As we enter the last quarter of 2022, investors are trying to find a peace of mind solution for their life savings. Stocks and bonds
I received an interesting call from a client this week. My client, who immediately sounded annoyed the moment I took his call, asked if I
Hate it, love it or profit from it, technology is rapidly changing the way we live our lives. From communications to means of exchange to
This week, I thought it would be a good idea to bring back one of my favorite blog posts. Stock Splits & Mango Smoothie. Why?
Following the markets these days is enough to make anyone dizzy. The constant news of disappointment between rising interest rates, inventory issues and high inflation
If you have the courage of your convictions, you have the confidence to do what you believe is right, even though other people may not agree
Since Elon Musk announced his plans to buy Twitter and return the company to a private ownership structure, it seems many are now wondering about
In, 2006 the world was introduced to a new online social networking tool called Twitter. Users of the platform communicated with each other within short
Technology is an enabler and has the power to raise the bar on client experiences. Take for example, UBER, a mobile application originally designed to
For the past 2 years, the pandemic has been difficult for many especially entrepreneurs. Today, small business owners who found a way survive, are even
In the near future, quantum computers could be a breakthrough technology for humanity. Today, computer scientists around the world including tech giants, IBM and Google,
This week I worked together with a client who at age 70, decided to retire from a long-standing position with a university based in Toronto.
“RRSP’s help me save taxes.” “I need to invest in RRSP’s so that I have no surprises when it comes to tax time.” “RRSP’s are
It’s been a tough couple years for the Federal Reserve. After launching their biggest and broadest monetary stimulus campaign in modern history, the Fed is
Have you ever heard the adage “a picture is worth a thousand words”? The meaning of course referring to a photograph can often demonstrate an
I often wonder what it would feel like to experience owning a stock as an investor rather than an investment advisor. I understand what is
There has been a great deal of hype around inflation concerns as prices of food, clothes, cars, lumber and many other goods have spiked causing
