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Resources Categories: Financial Education

Technical Analysis: Counting Stripes with Janine Guenther

Four zebras stand closely together against a solid orange background, their unique patterns perfect for Counting Stripes. Artwork by Janine Guenther.

By Janine Guenther CFA, CMT, CFP® In her submission to the CMT Association’s Technically Speaking, Janine Guenther shares an insightful reflection on the importance of thinking critically and independently when it comes to investing—a task that technical analysis is well-suited for.  “Looking for zebras in a herd of horses…” This was the answer that my […]

Alternative Investments Masterclass with Bob Sewell

Three men in suits sit on chairs having a discussion about Alternative Investments in front of a green background, as part of a Masterclass.

“Diversification always comes back to the same underlying theme: being diversified.” – Bob Sewell In recent years, alternative investments have moved decisively into the mainstream for high-net-worth Canadian families and global investors. The conversation surrounding these strategies now centres not only on diversification and returns but also on enhancing portfolio resilience, managing risk, and achieving […]

Why You Don’t Want a Tax Refund

A stack of dollar bills wrapped in metal chains secured with a padlock, symbolizing the importance of tax planning, set against a solid green background.

Canadians often see a tax refund (the balance owed or owing after the process of submitting your tax return) as a small victory at the end of the year—a “bonus” cheque from the Canada Revenue Agency (CRA) that feels like a reward for another successful filing of taxable income. In reality, a large refund is […]

A Guide to Charitable Giving in Canada

Two open hands are held up against a plain blue background, symbolizing charitable giving and generosity in Canada.

“No one has ever become poor by giving.” – Anne Frank Canada’s charitable landscape is shifting. Fewer philanthropic Canadians claim charitable donations on their tax returns each year, yet total giving and the average donation have reached record highs—signalling a quiet concentration of generosity among a smaller group of committed households. For families with the […]

Your Guide to Better Investment Decisions

Risk, Financial Markets, and You: A Guide to Better Investment Decisions is an entertaining and practical book full of examples and tips that will revolutionize the way you make investment decisions. 

The Psychology of Money: From Biases to Better Decisions

A hedge maze with a dollar sign statue at the center, set against an orange background, symbolizes the twists and turns of financial decisions and the Psychology of Money.

Bellwether Investment Management recently featured Dr. Preet Banerjee, a neuroscientist-turned-financial expert, for an eye-opening client webinar on the psychology of money hosted by Bob Sewell, the firm’s founder and chairman.  His central message? We’re fighting against millions of years of evolution when it comes to making smart financial decisions. The evolutionary trap Dr. Banerjee opened […]

Third Chapter: 5 Ways to Proof Your Investment Recipe

Two hands kneading dough on a bright orange background, illustrating the perfect investment recipe for success.

Today’s article is a guest submission from Janine Guenther CFA, CMT, a Portfolio Manager and Senior Wealth Family Advisor with over 30 years of industry experience. The views presented here do not necessarily represent those of Bellwether Investment Management.