Oh THAT'S what risk looks like!

Published by Jesse Kaufman on Nov 02, 2018

After a long absence, volatility reared its ugly head and reminded everyone that risk means things sometimes go down—a lot.                                                                                                                                ... Continue reading
Deep V’s, 20%/year, insights and awards

Published by Jesse Kaufman on Oct 18, 2018

In this month’s entry, we discuss the bizarre global equity market activity that transpired during the first quarter of 2016, and share some insights into our process and practice, as well as a bit of good news.... Continue reading
Take the better way

Published by Jesse Kaufman on Oct 18, 2018

“Those who do not remember the past are condemned to repeat it” (George Santayana). Wouldn’t it be better if we could learn the lessons of history without having to experience the same pain over and over again?... Continue reading
The garden party

Published by Jesse Kaufman on Oct 17, 2018

This soon-to-be-true story describes why investing is like planning for an outdoor wedding, and explains exactly how investors can prepare for any eventuality. Is your portfolio appropriately constructed?... Continue reading
The single greatest barrier to investor success

Published by Jesse Kaufman on Oct 17, 2018

“Here’s one of many Canadian myths, that, like many Canadian myths, just happens to be true.” --(Gord Downie, introduction to Three Pistols, 1991)       This is a story about millions of dollars of losses.  It is a story about investor psychology, behavioural... Continue reading
Acting in your best interest

Published by Jesse Kaufman on Oct 17, 2018

You may have assumed that the Financial Advisor you've relied on always had your best interests at heart.  But is that in fact the case? And to what extent are they so obligated?     Taking control of your financial future is a wonderful thing.  Having... Continue reading
No, we are not 'All Doing It'

Published by Jesse Kaufman on Oct 17, 2018

Recent allegations of unscrupulous practices at all of the big Canadian banks have some investors questioning the motivation behind the advice they have been receiving. We weigh in:... Continue reading
Investing made simple

Published by Jesse Kaufman on Oct 17, 2018

In this piece, we distill the broad subject of investing into the one (overly) simple choice that investors have when deciding what type of experience they’d like to pursue.... Continue reading