Connecting industry news and your financial life.
Behavioral Finance
Behavioral finance is the study of the effects of psychology on investors and financial markets. It focuses on explaining why investors often appear to lack self-control, act against their own best interest, and make decisions based on personal biases instead of facts.
Fed Raising Interest Rates
Learn how the increase in interest rates affects your investments.
8 Step Summer Financial Checkup
If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this opportunity to check in on your family’s finances.
Foreign Investment in Canada: By the Numbers
Foreign direct investment, or FDI, is an important part of Canada’s economy. Learn more about what foreign investment is and what it looks like.
Restricted Stock Units (RSU): Understanding Your Equity Compensation Options
When it comes to compensation, many companies now provide equity and stock-based benefits to their employees.
The 7 Best Books on the History of Money & Investing
These books will help you understand not only the market today, but the history that has made it what it is. Have you read any on the list?
Ukraine and Market Volatility
In uncertain times, our highest priority is helping our clients keep emotions out of investing and ensuring you remain focused on your long-term financial goals.
What Is the Difference between SRI and ESG Investing?
Both SRI and ESG investing are strategies that allow an investor’s portfolio to reflect their personal values. Learn more about these strategies and how they differ.
Dealing with Unexpected Expenses in Retirement
Both SRI and ESG investing are strategies that allow an investor’s portfolio to reflect their personal values. Learn more about these strategies and how they differ.
Is Your Estate Plan Up to Date?
Often, people wonder whether or not the Will they signed many years ago is still valid or if they need a new one. Review the following checklist to see how changes in your life may call for an updated estate plan: