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.

Value: History Is On Its Side

We talk often about the importance of good investor behavior when it comes to having a successful investment experience. The need for disciplined behavior is heightened for investors who have exposure to value stocks, which are companies who are relatively underpriced in comparison to their peers.

David and Goliath

Breathe easy, this will not be a wealth management group’s attempt at a full recounting of the biblical story of David’s victory over Goliath, although it is quite the tale.

Janet’s Self-Quarantine Life

I was in Mexico when we first received the news that we had to self-quarantine after travelling. Although I was aware of what was happening in the world, I was quite safely wrapped up in my sun, sand and surf bubble.