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…
2017 Canada’s Budget
The Liberal government announced changes in their Budget on March 22, 2017 that effect your personal finances.
“Where We At?”
A note from Rod: The title may read a little silly, but it is meaningful to me as the writer. A couple of weeks ago, I was driving our three…
When Plans Come to Fruition
I knew today would come. I knew it, I thought about it, I planned for it, and yet I find I am still not ready to admit that this day…
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.…
What Crisis? Think “Market Transition”
Labour Day! For many people, Labour Day, even more than New Years, represents a turning page, a new chapter, a shift or a change. I am a New Year’s Eve…