Articles in this issue:
Chairman’s Message: Particularly Painful
One of the other consequences of volatile and difficult financial markets is the perceived need for comprehensive advice as the world becomes more difficult to navigate alone…
Expectations Management
In many things in life, proper expectation management helps lead to better outcomes. Your portfolio is no different…
Money and Values Across the Generations
The next decade is likely to see the largest intergenerational transfer of wealth in history. At the same time, many affluent families are anxious about how inheritances may affect their children and how to best prepare their children for this inevitable transfer of wealth…
Guest Column – Volatility, Risk and Valuation
One of the general principles underlying any investment – be it in stocks, bonds, real estate, etc. – is that in exchange for taking on more risk the investor should be compensated with more reward…
Guest Column – Florida Real Estate Opportunities: What Canadians Need to Know
The strong Canadian dollar, coupled with the subprime mortgage crisis in the United States, has created new economic opportunities for Canadians interested in making an investment in Florida real estate…
