We have put together a comprehensive tax document checklist for your convenience. This will make collecting the necessary documents and filing this year’s tax return a seamless process.
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.
We understand why investors spend so much time focusing on things that don’t matter, often to the exclusion of those that do.
2018 included numerous examples of the difficulty of predicting the performance of markets, the importance of diversification, and the need to maintain discipline if investors want to effectively pursue the long-term returns the capital markets offer.
Inspirational author Earl Nightingale famously said: All you need is the plan, the road map, and the courage to press on to your destination.
Here’s a prediction about the direction of the market we’re comfortable making.