Category: Perspective

Perspective

2023 Annual Integral Investors Almanac 

How to rationalize 2023's investment markets as an ethical investor.
ESG

Fall 23′ Market Commentary

The bottom line (at the top) The seasons are changing It seems the cost of everything I need to buy is going up. But the cost of everything that I own is going down. Such is the season, I suppose. As in our natural climate, there is a domino effect ...
Evolved capitalism

Indigenous Peoples in Wealth Management

The role of indigenous principles in capitalism
Divestment

What is ‘ESG’ Really?

The question is simple: “how can my money make the world a better place?” The answer isn't as obvious.
Current Affairs

Logic and Emotion in Times of Market Volatility

Joss and I worry about our clients. A lot. What we don’t worry about is stock markets or bond markets or global economics, which we understand from decades of reading, research, analysis and experience, to be volatile and unpredictable in the short term. We understand investing is a marathon not ...
Bitcoins - Ethereum
Perspective

Should Bitcoin be in your Investment Portfolio?

The better question – should cryptocurrencies be a part of your investment portfolio? It may appear completely foolish to invest in a digital asset that does not exist physically and is not backed by a real commodity, government, or governing financial intermediary. Yet the price of bitcoin has surged to new highs ...
1968

Change

Recent events remind us of 1968, when we pointed our TV antennas to the south and watched history unfold. Martin Luther King and Robert Kennedy were two cathartic voices silenced that year, but their words echo loudly through the generations. “Few will have the greatness to bend history itself, but ...
Perspective

A Note on Market Timing

After watching the stock market for over 50 years, I can say with absolute conviction that it cannot be timed. If you think it’s too high it will surely go higher, and declines come swiftly and unexpectedly. An investor who stayed 100% invested in stocks for the last 20 years ...
Perspective

Tax Season Ahead

Well I’m sure everyone is thrilled to be reminded that tax season is ahead, and a flurry of T3s, T4s and T5s will be sent in the mail over the next 10 weeks or so. To help you prepare, I have attached a useful summary from our Head Office at ...
Current Affairs

Driverless Car Revolution

When sitting with clients to discuss investment ideas, I try to zero in on long term disruptive technologies. Not fads, but mega trends. These are ideas and concepts that will be sustainable beyond our lifetimes. No doubt by now you have heard talk of driverless cars, but perhaps you haven’t ...

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