Knowledge Centre

We believe that informed investors make better decisions. When you understand how markets work – and how human psychology can get in the way, you are more likely to stick to a long-term plan. Developing the skills and knowledge to make smart and informed decisions helps you become more financially confident and empowered. We share our insights and experience through these articles, research pieces, videos and white papers.


Return Drivers

Your Focus May Be Unfocused

Much of the financial news discusses stock picking, market timing or trying to select an actively managed mutual fund that will beat the returns of a comparable index fund.

We believe this focus on returns is misplaced.  Here’s why.

Don’t get us wrong.  Returns are important. But here’s what you may find surprising.

Empathy not sympathy

Empathy not Sympathy

What do you say, when someone tells you they are depressed or anxious? When someone tells you they lost their job or their mom was diagnosed with cancer? Maybe, say nothing. Definitely, stay present.