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juliepower

About Last Night…a response to the election from our partners at Guardian Capital Advisors.
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About Last Night The people have spoken. The 45th President of the United States will be Donald Trump. In the first-wave after any seismic event people look for the quick…

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A look at current market conditions from Christie Rose, CFA.
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September and October are well known for months of volatility for various reasons. Interestingly enough the market environment has seen more of a sideways move since the September 30, 2016…

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A remarkable story highlighting the importance of estate planning.
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http://wealthmanagement.com/high-net-worth/veep-star-julia-louis-dreyfus-announces-billionaire-fathers-death-emmys?eid=forward

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A timely update from Christie Rose of Guardian Capital
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Our Current portfolio strategy is relatively unchanged: Under-weight fixed income relative to equities. Keep the average life of the bonds short term to minimized interest rate risk. Keep exposure to…

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Defensive Investing, by the numbers…QV Update
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QV Update – 16.04.08

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Brexit comments: Given the recent volatility resulting from the British vote to leave the EU, I thought I’d attached some commentary from our favorite money managers ~ Vern
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Ian Cook, CFA, QV Investors: “In our portfolios this morning, we are holding steady in the wake of the Brexit news. We have identified levels where we would buy our…

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