Family Business & the Business of the Family
Over the last three years, I have embarked on a learning journey to gain a global perspective on strategies, themes, methodologies, and tools to better help our business families. In the process I have also expanded and diversified my professional network of experts
4 Mistakes Retirees Make with Their Tax Planning
There are several mistakes I see with retirees in regards to their tax and cash flow planning. In this video, I talk about 4 of the most common ones and explain what you can pay attention to in order to avoid making those mistakes yourself
What comes to your mind when you hear the phrase ESG investing?
Environmental, Social and Governance (ESG) investing is a strategy investors use to put their money to work with companies that strive to make the world a better place. It sounds like a great idea considering the numerous environmental and social issues that our society is facing
Retail and Wholesale Philanthropy – What’s the Difference?
Growing up I remember my mom making pies and working at the church bazaar. It was one of the biggest fundraisers of the year. If someone passed away or was sick, my mom would make sure she took them food, so they didn’t have to worry about making dinners.
2021 Hot Topics: Inflation, Crypto, and Market Highs
Dimensional’s Jake DeKinder and Mark Gochnour explore three topics dominating the financial news in 2021.
What comes to your mind when you hear the word Blockchain?
Newsletter Edition November 2021 For many, Blockchain equals bitcoin. However, if we consider bitcoin as a product and blockchain as the technology behind it, then the correlation doesn’t hold. It will therefore mean that blockchain technology is bigger than bitcoin. In fact, while the hype of blockchain technology started in the financial sector, its applications […]
Should you get out of the market now?
With markets hitting all time highs, should you get out now and get back in when it declines? This is a common question we hear from investors on a regular basis. In this video we discuss many of the common challenges with trying to time the market.
What Does Meditation Mean to You?
Chad Butnari on Meditation What do you think of when you hear the word “meditation?” Does it conjure a vision of a yogi sitting with his legs crossed on the top of a mountain? If so, don’t worry, it does for me too. Last year, I had heard so much about the practice of […]
My Dream of Building a Cottage
Introduction by Chad Butnari When we decided to start this newsletter, we had a variety of ideas for content. Those ideas are now gaining traction and clarity as they come to fruition and we get a few months under our belt. At the same time we were pondering this, my mother was in the process […]
Mike’s Summer Letter
2021 has had a bumpy start, from another prolonged lockdown, third wave, and vaccination delays. I know the “homestretch” I referenced in my year-end 2020 letter has been more a mountainous marathon than a quick sprint to the finish
Recent Estate Planning Changes in Ontario
There are some significant changes that have recently occurred to estate law in Ontario. Some of the changes are a welcome evolution to the digital world in which we now live while others are meant to “tighten up” older legislation deemed no longer be ideal. Here are the most important points to update you on.
Will Planning – Think in 5 Year Intervals
Reviewing your estate plan and updating your Will is important but it’s not done as often as it should be
Why is it important to have an investment philosophy?
2020 was the year of temptation from an investment perspective. Most investors face maybe one or two events in a year that test their convictions and discipline on whether to hold the course or not. By my count, 2020 threw four whoppers at us.
Dimensional at 40: Timeless Lessons from My Decades in Finance
David Booth, founder of DFA shares 5 investing lessons he has learned over his 40 year career.
The financial industry has made great strides toward offering better investment choices, but too many people keep falling into the same traps. David Booth shares what he wishes every investor knew.
Who’s Keeping an Eye on Your Problem List?
Newsletter Edition #1 May 2021. My dad had a medical procedure a few months ago. The procedure, though invasive, wasn’t high risk. Prior to his visit to the hospital, Dad’s medications were reviewed and adjusted. One specialist recommended stopping two specific meds in order to reduce the risk of complications during the procedure. All good. Except another specialist chimed in and recommended only stopping one medication
What Comes to Your Mind When You Hear the Word Cybersecurity?
Newsletter Edition #1 May 2021. For some, it is no more than a nuisance. For others, it can be life altering. Cybersecurity means different things for different people in different situations. For a regular citizen like you or me, it could be about ensuring that your credit card is not stolen when you do online shopping or that you can do online banking safely. For a public figure like Hillary Clinton, it was about carrying government data in a personal computer that was hacked.
