Archive for December 2023

This year turned out to be a great one, both financially and for our lifestyle. We got everything we wanted out of our new house. We love having a dedicated office space and a home gym. Our kids can easily walk to school. Our dog even has a huge field in which to run around…

Last year was one of the worst ever for a 60/40 balanced portfolio. Stocks and bonds were both down double digits and investors were understandably nervous about an impending recession. I can’t tell you how many conversations I had with clients who wanted to abandon their perfectly sensible portfolios in favour of GICs paying 4-5%.…