Blog

Are you prepared for generational wealth transfer?

150 150 juliepower

http://bit.ly/2livRhY

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Why wealthy families lose their wealth in three generations…

150 150 juliepower

http://www.theglobeandmail.com/globe-investor/globe-wealth/eroding-family-fortunes-how-the-cycle-can-be-broken/article33757468/?utm_source=Shared+Article+Sent+to+User&utm_medium=E-mail:+Newsletters+/+E-Blasts+/+etc.&utm_campaign=Shared+Web+Article+Links

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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…

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A look at current market conditions from Christie Rose, CFA.

150 150 juliepower

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…

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A remarkable story highlighting the importance of estate planning.

150 150 juliepower

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…

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Defensive Investing, by the numbers…QV Update

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QV Update – 16.04.08

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