by Kelvin So | Apr 29, 2024 | Investment Planning
With investment planning, one of the important factors to take into consideration is whether to choose an active or passive fund. Both active and passive strategies aim to generate returns and achieve financial objectives, but they go about it in different ways....
by Adam Carris | Apr 29, 2024 | Investment Planning
Moving to a new country can be an exciting opportunity filled with new experiences and unforeseen challenges. For U.S. and Canadian citizens crossing the border, one significant challenge is managing exchange rate risk, especially when all their funds are denominated...
by Alex Dubrovsky, CFA, PRM, BACS | Feb 14, 2024 | Investment Planning
In the dynamic world of investing, achieving a well-balanced and diversified portfolio is crucial for managing risk and maximizing returns. While stocks often take center stage in investment discussions, it’s essential not to overlook the stabilizing role that...
by Alex Dubrovsky, CFA, PRM, BACS | Aug 23, 2023 | Investment Planning
When it comes to building a successful investment portfolio, one of the most crucial principles is diversification. Diversification has become an important strategy in client portfolios over the last few years as a pandemic, wars and political events have...
by Alex Dubrovsky, CFA, PRM, BACS | Oct 3, 2022 | Investment Planning
During the first half of 2022, consumers began seeing significant an increase in the prices they pay for groceries, gas and at restaurants. This persistent increase in price you pay at the counter is called inflation, and if your salary does not get adjusted upward,...
by Lissa Anderson J.D. | Apr 21, 2022 | Investment Planning, News
How to Hold Cryptocurrency in a Cross Border Portfolio Introduction With news of inflation and pending interest rate hikes on every front page, many are carefully watching to see if cryptocurrency will prove to be the hedge against inflation many hoped it would be. ...
