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ARTICLES OF INTEREST

20
Jan

DM Monthly Report

China in a Bull Shop – A couple of months ago we suggested that China’s falling growth rate might be the early byproduct of a maturing economy (or one shifting from an export and investment base to one in which services and consumer expenditure play a great greater role). If investors were worried about the PRC then, however, the Chinese government threw gasoline on the anxiety fire at the beginning of 2016 when it first devalued the yuan and then made a ham fisted attempt to control the path of local stock markets. These events triggered a steep fall in Chinese shares, which helped to spark a similar rout on developed markets;…..

Click here to read more:  DM-Monthly-Report-Jan-16

19
Jan

Tying the Knot

Marriage is the coming together of two separate lives, but it’s also the coming together of two separate financial histories and situations.

And while your financial past will continue to be a part of your life, you’ll also be contending with a lifetime of new financial experiences and decisions with another person. One key to success is to be ready to handle everything that comes up. And having the financial resources to deal with the unexpected will be as important as developing the communication skills needed to talk about financial matters. Read more »

14
Jan

Q1 Portfolio Commentary

The Pause that Refreshes – Twenty-fifteen was a forgettable year for all the major asset classes: bonds returns were middling, the S&P 500 closed the year below where it started, and the unrelenting slide in energy prices helped weigh our stock market to a loss of more than 8%. On the price basis, US stocks have now treaded water for about 18 months and one has to go back more than two years to find a point when the TSX was meaningfully lower than it is today.

Click here to read more:  DM-Portfolio-Commentary-Q1-16

8
Jan

January Monthly Insight

Rate Hikes Do Not Mean Doom – In theory rising interest rates spell trouble for stocks but history confirms that equity market returns have varied significantly following the initial central rate hike. This is because not all interest rate hikes are equal.

Click here to read more:  Monthly Insight – January 2016 – Interest Rate Hikes Do Not Mean Doom