Blog


26

Feb 2019

Time to Pluck the Goose

“The art of taxation consists in so plucking the goose as to obtain the largest amount of feathers with the least amount of hissing.” Jean-Baptiste Colbert Please find below two Stonegate tax resources which may assist you in dealing with your 2018 and 2019 tax reporting.Personal income tax organizerPersonal tax calendar As we prepare for this year’s “plucking” perhaps the article below will help minimize the…

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Time to Pluck the Goose

17

Jan 2019

A Year In Review

“Fear is the foe of the faddist, but the friend of the fundamentalist” Warren Buffet PART ONE: GENERAL PRINCIPLES Even in the context of a letter primarily focused on the year just past, it is worth restating that my overall philosophy of investment advice is goal-focused and planning-driven. This sharply distinguishes it from an approach that is market-focused and current events driven. Every successful investor…

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A Year In Review

22

Nov 2018

A Portfolio is Not a Plan

“A cynic is a man who knows the price of everything but the value of nothing” – Oscar Wilde For this month’s “Wealth with Wisdom” I draw once again on the insights of Josh Brown. I must confess that after decades in the financial planning business I feel most of the clients whom I have had the privilege of working with did not fully appreciate…

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A Portfolio is Not a Plan

31

Oct 2018

The Cost of Litigation … Try Not to Take it Personally

Did you hear about the Ontario Superior Court case where three siblings spent close to $500,000 in litigation costs over their deceased father’s painting worth $30,000? If not please read on: Estate Trustees and Costs of Litigation: Try not to take it personally? How do you make sure this sorry state of affairs never happens to your family? In a word … communication. I have been…

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'Maybe his name is Sue?'

25

Sep 2018

There’s No Such Thing as Mosquito Week

“Headlines, in a way, are what mislead you because bad news is a headline, and gradual improvement is not” –  Bill Gates   What would you guess if I asked you what is the longest running cable TV event in history? Congratulations if you answered “Shark Week” which first was televised way back in 1988. Not surprisingly many of us are scared of sharks. Even I,…

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There’s No Such Thing as Mosquito Week

27

Jun 2018

Execution is (almost) Everything

“If more information was the answer, we would all be billionaires with perfect abs!” – Derek Sivers   Derek Sivers is one of my favourite sources of wisdom because of his uncanny ability to communicate complex concepts in easy to understand words and numbers. So it is with his explanation that the importance of ideas is valuable only if they are coupled with proper execution….

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Execution is (almost) Everything

24

Apr 2018

10 Things Investors Can Expect in 2018

Admittedly, referencing the title of this post and the date of this missive, perhaps I am writing a bit later in the year then I should. Then again, the title could refer to any year, or any month, when it comes to your portfolio.  Hopefully, you will agree when you click through to read Ben Carlson’s excellent article. “Things Investors Can Expect in 2018”   My…

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10 Things Investors Can Expect in 2018

07

Mar 2018

The Wealth of Sapiens

“The most important money we spend is not the Lambo (the car) money. It’s avoiding-misery money.” – Daniel P. Egan What is wealth? For each of us it can mean many different things. I came across this thoughtful blog in which the author suggests that the true definition of wealth is when you have, ” … the option to buy what you truly need”. What is wealth? For…

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The Wealth of Sapiens

13

Feb 2018

The Return of Normal

“In bear markets, stocks return to their rightful owners.” J.P. Morgan Welcome to the “new normal” in regard to volatility (to the downside) when it comes to the stock market. Coincidentally, it bears a striking resemblance to the “old normal”. The steady increase in markets around the world, with no significant corrections over the last couple of years, is most definitely not how stock markets…

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The Return of Normal

25

Jan 2018

Why 2017 Was the Best Year in Human History?

“The more perspective you have, the better everything looks. And the less … the worse!” – Nick Murray It has been my tradition with these monthly missives to begin every year with a brief commentary on how our world is making tremendous progress on just about any metric you care to focus on. Unfortunately, it does seem many of us truly believe the planet is…

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Why 2017 Was the Best Year in Human History?


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