by Simon Chun | Jan 28, 2019 | Blog, Perspectives from a Millennial
In mid-December 2018 I was exchanging messages with a friend who runs his own self-directed investment account through a discount brokerage. Over the course of several years, his investment performance was, on paper, “doing fine”, corresponding to the systematic rally...
by Simon Chun | Jan 10, 2019 | Blog, Perspectives from a Millennial
Happy New Year! Christmas and the holidays have come and gone, leaving us with fond memories, full bellies, and hopefully a well-rested start to 2019. Top on the list of many people’s New Year’s resolutions is to get their fitness and health in check, but few fail to...
by Simon Chun | Jan 10, 2019 | Blog, Perspectives from a Millennial
This post is a continuation of our last post “Time for a (Financial) Fitness Checkup?”. You can read that here. In one corner we have the RRSP, Canada’s oldest registered savings product with years under its belt and countless supporters. In the other...
by YouFirst | Jan 10, 2019 | Blog, Quarterly Reports
The Market Market volatility returned with a vengeance this past quarter. Strong January gains were erased by the threat of rising interest rates and inflation prospects. In February, markets bounced back only to be undone late in the quarter by the emergence of...
by YouFirst | Jan 10, 2019 | Blog, Quarterly Reports
What’s New Enclosed in your quarterly report package are annual performance and management fee reports. Portfolio Management firms are required as part of CRM2 (Client Relationship Management 2) legislation to provide these reports annually. Please contact us if...
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