Heartburn, Not a Heart Attack

Published by Tom Kelly and Colin Dixon on Oct 22, 2018

Heartburn, Not a Heart Attack   The last few weeks have been difficult for stock markets around the globe. Not long ago, many investors were kicking themselves for not investing more when the stock market... Continue reading

How moving to Moncton can speed up your retirement plans

Published by Tom Kelly and Colin Dixon on Aug 26, 2018

Retirement planning usually involves establishing your current financial position then projecting the numbers into the future by varying a number of different variables including savings, age you would... Continue reading

Demographics - An Interview with Philip Petursson

Published by Tom Kelly and Colin Dixon on Jun 18, 2018

  The population in the United States is getting older. In Africa, India, and other Emerging Markets, the middle class is expanding at an astounding rate. By the year 2050, over 40% of Japan’s population... Continue reading

Heads up: Things are about to get normal

Published by Tom Kelly and Colin Dixon on Apr 06, 2018

Investors had a vastly different experience in 2016 than in 2017.  Although, both ended up being very good years if you stayed invested. Three difficult corrections in 2016, along with a very late rally... Continue reading

A Summary of the 2018 Federal Budget

Published by Tom Kelly and Colin Dixon on Mar 01, 2018

Finance Minister Bill Morneau delivered the government’s 2018 federal budget yesterday. The budget projects a deficit of $18.1 billion for fiscal 2018-19 and was consistent with the government’s key themes... Continue reading

Our Thoughts on the Ongoing Volatility in the Markets

Published by Tom Kelly and Colin Dixon on Feb 06, 2018

What happened?   After years of stubbornly low inflation across global markets, we are suddenly starting to see signs of this ticking higher, triggering a long-awaited selloff and a surge in volatility.... Continue reading

Off We Go into 2018

Published by Tom Kelly and Colin Dixon on Jan 25, 2018

Another year passes by with 2017 now behind us and 2018 well underway. We are looking forward to all that 2018 will bring, and wish you and your families the best of health and happiness for this new ... Continue reading

The Cycle of Emotions

Published by Tom Kelly and Colin Dixon on Nov 27, 2017

Emotion is the single most disruptive force when investing. We are all prone to bias’s which include overreacting to a news event (recency bias), seeking out information that supports our pre-existing... Continue reading

Perspectives on North Korea and Retirement Demographics

Published by Tom Kelly and Colin Dixon on Sep 19, 2017

Our summer reading covered a lot of interesting topics. In the near term, North Korea and geopolitical risk are top of mind. An article written by Manulife Capital Markets and Strategy team called Investing... Continue reading

The Voice Call

Published by Tom Kelly on Sep 18, 2017

I realize that I am just one in a long line of people voicing their opinions on this subject however, I feel very strongly that we can drive the change necessary to ensure that effective communication... Continue reading