A few new programs announced this week. We have provided a quick summary for you.
Monthly Archives: April 2020
Brandon Colonna, regional VP with Invesco shared some perspective during this market correction. I invite you to watch our conversation and find some comfort through the current volatility. A few take-away’s that Brandon shared We believe the #1 threat to your investment portfolio is unbridled emotion. Be wary of the herd mentality. Each… Read more »
Our new address is #204 1275 Broad Street. We are still unpacking and settling in but here’s a sneak peek. We hope to be able to visit you in person soon at the new location. Until then, we are working remotely and taking calls and virtual meetings.
I recently took part in a webinar with the fund managers of EdgePoint. If you are looking for a little more in-depth discussion of investment holdings and some of the individual investment choices, then I highly recommend you watch this. (Insider scoop-I wasn’t surprised to hear how well Berkshire Hathaway was positioned. But I was… Read more »