Blog

A review of things we have learned about investing, wealth management, financial planning and life over the past quarter century we have spent working in the investment industry. Don’t get caught up in shiny objects or the hot topic of…

Questions we are receiving these days are focused on recessions, stock versus bond returns, inflation, and global macro events. Stock and bond markets continue to show mixed returns.   A broad measure of the stock market is the S&P 500, w…

  AN INTERVIEW WITH MARK EIBEL, DIRECTOR OF CLIENT INVESTMENT STRATEGIES AT RUSSELL INVESTMENTS. Colin and Greg: Mark, what would you say has been the biggest change in this industry that you've noticed over the last 40 years?   …

An interview with Tony Crescenzi, Executive Vice-President, Market Strategist and Portfolio Manager with PIMCO. Want to know if we are headed into a growth recession and what that is? FOR THE FULL INTERVIEW PLEASE LISTEN TO THE CM GROUP- FREE …

Do you have unused Registered Retirement Savings Plan (RRSP) contribution room? It is possible even if you have continuously contributed to your RRSP. Over the years, unused contribution room accumulates and can represent a significant amount. This…

When writing this letter in previous years, we came up with a word to best describe the events of each year. In 2020 that word was “grit”. Having the “grit” to get through a very rough year by focusing on the passion, resilie…

Questions we are receiving these days are focused on recessions, stock versus bond returns, inflation, and global macro events. Stock and bond markets continue to show negative returns. Central banks have been focused on monetary policy and have r…