5 Investment Strategies to Navigate a Volatile Bear Market

The key to making money in stocks is to not get scared out of them. – Peter Lynch While we all prefer bull markets, it’s no secret that bear markets play an active role in these cycles. Knowing how to react and adjust to both can make all the difference to your personal finances. Individuals […]
Why ESG doesn’t mean fossil fuel free

Three-quarters of Canadians say socially responsible investing is the way of the future and almost half say environmental issues matter most to them when it comes to investing, according to a 2020 Ipsos survey. That’s consistent with our experience, where increasing numbers of our clients are asking for a socially responsible portfolio that reflects their concerns […]
Should foundations invest in ETFs?

Adaptive ETF strategist Jeff Black spent eight years chairing the Oakville Community Foundation’s investment committee, helping the committee with asset mix, strategy, and manager search and selection. In this article, Jeff shares some of his insights on ETFs. Should foundations use them? And if so, how? Read on for the answers.