My Why - Making a Difference

My Why

Helping Clients Achieve Peace of Mind

My Why - Making a Difference

My Why

Helping Clients Achieve Peace of Mind

Our View: Working together with our clients

Our View

Working together with our clients

Our View: Working together with our clients

Our View

Working together with our clients

Our Difference: Managing your investment

Our Difference

Managing your investment

Our Difference: Managing your investment

Our Difference

Managing your investment

Your Legacy: Sustaining Wealth for Generations

Your Legacy

Sustaining wealth for generations

Your Legacy: Sustaining Wealth for Generations

Your Legacy

Sustaining wealth for generations

Our Mission

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Market Commentaries

  • Knowledge Is Power, March 2014

    When I talk to friends and family about the stock market I love to ask them what causes a price of a stock to move higher. The responses are usually geared towards favorable attributes of a company such as a strong management team, growing earnings and cash flow, a lasting competitive advantage, etc. These aren’t wrong answers as they target investor’s capital in the long run yet they do not move stock prices on their own. It is the movement of significant capital into or out of a stock by large institutions (pension funds, mutual funds, hedge funds) that at the end of the day cause a stock to go up or down. They all have various reasons for investing that may be aligned with the favorable attributes of a company above but it is impossible to know exactly why they are buying or selling. However knowing that they are buying or selling a stock gives you valuable information about whether it is likely to go up or down.

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  • Bad Behaviour, February 2014

    Every successful investor will inevitably face this numerous times in their career. External stresses or internal emotions build up and cloud the decision making process that once helped them consistently do well in the markets. Let’s take Steve here as an example: Steve has been trading US stocks using a disciplined approach for 15 years. He has profited each year but has lost his touch recently as all of his trades are in the red (losing) and getting worse. His mood becomes worrisome as he begins to question his process and his ability. He then hesitates to buy investments that he normally would and at the first hint of trouble he sells his investments only to see the market turn again and race ahead without him.

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  • No Substitute for Hard Work, January 2014

    Another football season has come and gone as the Seattle Seahawks ended up on top as Super Bowl Champions. Anyone who follows the sport knows thatthey were the clear underdog coming into the final game as they had to face arguably one of the best quarterbacks of all time, Peyton Manning. Not only that, Peyton had just finished the best offensive performance of all time as he shattered numerous records during the year. Yet the 25-year-old quarterback, Russell Wilson, led his team to victory in what was truly complete team domination. After the game Seahawks coach Pete Carroll stated "We envisioned this from day one. We prepared for this. We expected this. We deserved this."

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