What is True Diversification?

In last weeks blog post we talked about a technical concept called "Upside/Downside capture" (If you haven't read that yet click here). In order for a portfolio to have good upside and downside capture, there needs to be proper diversification. What is diversification? Diversification is a way of systematically spreading your investment assets around so... Continue Reading →

New Taxes for Small Company Passive Income

The federal government made some interesting proposals for the treatment of certain taxable income for this year's federal budget. The draft summarizes the way passive investments held by small private corporations are to be treated. In this blog post we will cover a couple of important points for our farming and professional clients who are... Continue Reading →

Passive Vs. Active Investing

The 1920's were the wild west when it came to individuals investing in the stock market. Regulations were almost non-existent. Almost anything and everything could be said when promoting individual stocks. It was truly buyer beware. This supported a tremendous buying spree which came to a screeching halt in November of 1929. In the following... Continue Reading →

Market Correction or Plow Horse Economy?

This week the mainstream press headlines were plastered with reports of an impending market correction. I saw this quotation a couple of weeks ago and thought it would be applicable to bring up here. Chief economist at First Trust Advisors, Brian Wesbury, has beenĀ  referencing the present US recovery phase as a "plow horse economy"... Continue Reading →

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