Investment Commentary-Q4 2020

Investment Commentary

Investment Commentary- October was a challenging month for markets. The increases in COVID-19 cases in Europe and the US weighed heavily

Getting Real with Your Retirement Planning:

Retirement Planning

Understanding Sequence Risk There is a lot to think about when planning for retirement. While we have a degree of control over many of the choices involved, there’s one big wild card called sequence risk. Sequence risk is the risk that you’ll encounter negative investment returns in early retirement. This is an important consideration because […]

Investment commentary Q1 2020

Investment Commentary

Global pandemic impact The extended bull run came to an abrupt end in March as the coronavirus continued to spread into Europe and America, and a collapse in confidence pushed share indices into bear-market territory. Investors suffered exceptionally high levels of volatility during the month as share prices plunged and the price of oil plummeted. […]

Investing for the long term

investing for the long term

March 2020 will long be remembered as a month when information overload was tested beyond imagination. Embattled investors had to deal, not only with an imminent threat to life against themselves and their families, but also with violent liquidity and price collapses across asset classes, including even long bonds and gold. Diversification seemed momentarily to […]