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EBI Series: Let Markets Work For You

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In a time of ongoing uncertainty, it can pay to not get consumed by information that’s not backed up by data and facts. When it comes to financial planning, those who ignore the market noise and invest with a long-term goal, will often find that they get the rewards they...
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EOY Planning: Review Your Financial Needs and Goals

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Taking the time to think about what you really want from your investments. As 2021 comes to a close, it’s natural to think about where you’ve been and where you’d like to go. During this time, you might also be thinking about your goals — personally, professionally, and financially. Financially...
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EBI Series: Resist Chasing Past Performance

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One of the most common mistakes that some investors make is selecting mutual funds based on their past returns. The issue with taking this approach is the fact that past performance is not a good indicator of what could happen in the future. Despite this, the media plays a big...
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What’s Different Financially For Women?

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Research has demonstrated that there are differences in the way men and women manage their finances. Not only do women have a lot more to consider but they often face many challenges that have proven to have a negative impact on their long-term financial wellbeing if they are not addressed....
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Why Portfolio Diversification Still Works

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At times of market stress, finding portfolio diversification might prove to be a challenge as there is often an increase in correlations, or how different asset classes interact with each other during these times. In 2020, this was particularly true as a large number of the major asset classes moved...
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