SEP - 2018
September brings back a flood of memories
Posted on September 13, 2018
September always seems to produce a flood of memories. This week, for example, marks the seventeenth anniversary of 9/11. I imagine if I asked every one of you where you were on that day when you heard the tragic news, you could tell me in vivid detail. This week also represents the tenth anniversary of [...]
AUG - 2018
As we look forward
Posted on August 9, 2018
As we look forward, it’s always good to remember where we came from   As you read this month’s letter, I will have already made my way over to Ireland for a trip my family has been planning for months. My mother is one of 16 children. My mother, some of her sisters, my siblings, [...]
JUL - 2018
A persistent state of flux
Posted on July 11, 2018
Politics keeps us suspended in a persistent state of flux   In the last few months I’ve met with several clients who are worried that the market could be in for a big drop. They come to me intending to sell everything and get out of the market. On some level, who can blame them? [...]
JUN - 2018
Behind The Headlines
Posted on June 12, 2018
Behind The Headlines   The news headline would appear to paint a bleak picture for global economies.   Geopolitical tensions are on the rise as the US wages trade wars with its allies, Italy’s new populist government threatens to destabilize the European Union, and North Korea continues its sabre rattling.   Here at home, we [...]
MAY - 2018
Berkshire Hathaway’s leading duo inspire a record-setting audience.   My favourite weekend of the year rolled around again. This time there wasn’t an Achilles heel injury to stop me. On the first Friday morning of May, I boarded my flight as scheduled. Destination: Omaha.   Each year that I attend, I recognize the collective anxiety [...]
APR - 2018
The best remedy for vitriol
Posted on April 6, 2018
The Berkshire Hathaway AGM is the best remedy for vitriol.   If the media alone were to dictate our collective mood in March, dire would be the word that comes to mind. Facebook spent much of the month attempting to save face in the wake of a massive data breach that potentially compromised the outcomes [...]
MAR - 2018
Optimism and knowledge rather than fear
Posted on March 13, 2018
Make decisions based on optimism and knowledge rather than fear.   I hear a lot from clients, analysts and the news media that “we are living in uncertain times,” and I think to myself, when aren’t we living in uncertain times?   Yes, there are a number of issues that make us feel anxious these [...]
FEB - 2018
Train for retirement
Posted on February 7, 2018
Train for retirement the way you would for a marathon.   I was speaking with clients the other day who are contemplating a move from their home in Oakville.  Although they are many years away from the traditional retirement age of 65, the thinking is that life is too short not to really live it. [...]
JAN - 2018
With a new year comes new predictions
Posted on January 16, 2018
With a new year comes new predictions, few of which will matter.   Happy New Year! Welcome to 2018. I hope you enjoyed a wonderful holiday season.   The new year always seems like a time of predictions; of looking forward and surmising what the months or years ahead may bring. But the true test [...]
DEC - 2017
Markets continue to show resilience
Posted on December 8, 2017
Markets continue to show resilience in the face of uncertainty.   I think everyone would agree that it’s been a tumultuous year. We’ve seen unexpected highs as digital technology takes us into worlds we could never have imagined. Bitcoin, a cryptocurrency, and the first digital, decentralized peer-to-peer payment system, is trading above $15,000 against the [...]