blog Archives - Page 8 of 14

On Our Portfolio Performance and What We Are Doing for You

Despite extreme market volatility especially in Q1 of this year, our portfolios held up really well and outperformed their benchmark that has the same level of exposure.

When and How Much Can You Withdraw from Your Investment Portfolio?

Here’s a question: When the stock market is up or down in a month as much as it could be in a year, who has the patience to think rationally about long-term retirement planning?

Why Invest in ETFs? Explaining the Popularity of The Go-To Fund

In essence, ETFs offer several benefits over traditional open-end funds, including increased diversification, lower costs, trading flexibility, transparency of holdings, and tax benefits.

Should You Shift Your Money Around?

We get this question a lot: Should I wait and should I shift my investment to cash until this settles down?

How Should You Think of Investing in Times of Market Volatility?

A volatile market can be unsettling for investors, but it’s important to stay invested and avoid being distracted by emotions.

Should I Invest a Lump Sum Right Away or Split It Into Multiple Amounts?

If you have your emergency fund set aside and have cash to invest, statistical probability based on a historical path shows that investing it right away is the best approach. It’s all about Time in the market not timing the market.

Did You Know That Funds Outperform Their Investors?

One of the main drivers of poor portfolio performance is the behavioral gap from investors: Because they let their emotions take the best of them, they buy high, sell low and repeat until broke.

We Can All Learn Great Financial Habits From Ramadan: Here Are the Top 4

4 financial learnings we can all take away from Ramadan. After all, Ramadan is a special time of the year when people change their habits.

Stock Market 2020: Should You Invest Right Now or Wait?

In this webinar, Dr. Jiro Kondo and Danny Jabbour, looked into different market timing strategies and see what performed better.

5 Thoughts to Help You Survive These Turbulent Financial Times

Managing investments in times with high volatility can be hard. But it’s not impossible. Here are some tips to manage your money in turbulent times.