Blog

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.

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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…

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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…

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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…

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We are very proud to be included in “Douglas Magazine” – take a look!

https://issuu.com/page-one/docs/djj/30

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