Are Investors Playing Chess or Checkers?
Today is the final trading day of notional ‘summer’. Notional you ask? Summer technically began on Friday June 21st and ends on Monday September 23rd. For many, summer begins the…
What is all the fuss about Robo-Advisors?
We’ve had an increase in dinner party conversations about the robo-advisor community. Many investors wonder how I feel about Artificial Intelligence (AI) and the increase in Robo-Advice. Frankly, I think…
Advisor Spotlight – John Tabet: The value of multigenerational advice
If there is one thing independent investment advisor John Tabet learned during his 25 years of experience in the financial services and wealth management industry, it is to never underestimate…
Forget Resolution. For 2019, you need to ask questions.
I have a love/hate relationship with my birthday. When my mom went into labour, the doctor asked my dad if he wanted a New Year’s baby or a tax break.…
Reflecting on 2017 & Preparing for 2018
As the old year winds down and a new year begins, we take this opportunity to reflect on the investing year behind and the investing year ahead. The Viewstone Investment…
Investing is about Behaviour
Twenty years ago, an economist gave a speech. This is nothing earth shattering, as economists give a lot of speeches. What is remarkable though is that within that speech, two…
A Year in Question: A Look Back and a Look Ahead
I am a New Year’s Eve baby. When my mother went into labour, the doctor asked my Dad if he wanted a New Year’s baby gift or a tax deduction.…