a

Inflation or Deflation – Why It Matters So Much

By: Wayne Edelist As of the time of writing in June 2020, we are sitting in front of a future which is more unpredictable than it has been in many years.  COVID-19 case numbers are falling in Canada, but ominously rising in parts of the US and China.  As far as wealth...

Three Crisis Strategies to Avoid

These three approaches will lead to poor returns in today’s market: Only Considering Extreme Scenarios Underestimating Portfolio Risk Abandoning Discipline (Your Only True Edge) Read the Full Article Here:...

Should Families Invest in Hedge Funds?

“Hedge funds are investment pools that are relatively unconstrained in what they do. They are relatively unregulated (for now), charge very high fees, will not necessarily give you your money back when you want it, and will generally not tell you what they do....

ESG and Investing – No Longer a Choice

By: Terry Vaughan Environmental, Social, and Governance (ESG) factors have been incorporated in investment decision-making for decades. What began as an effort by the Methodist Church to encourage its members to avoid “sin” stocks in the 1800s is becoming mainstream....

Best Practices in your Family Office Macrocosm™

By: Nancy Marshal Macrocosm: noun, the whole of a complex structure, especially the world or the universe, contrasted with a small or representative part of it. [1] Prime Quadrant defines the Family Office Macrocosm™ as the ecosystem of methods and processes an...

Our Investment Principles

18th century Irish clergyman and writer Philip Skelton wisely said: “Our principles are the springs of our actions; our actions, the springs of our happiness or misery. Too much care, therefore, cannot be taken in forming our principles.” We could not...
Loading...