Tag Archives: Asset Allocation

A ‘set-and-forget’ investment approach? Forget it!

No financial portfolio is an island.

Systematic, evidence-based investing often results in very little activity in a portfolio. It is wrong to think that this is the result of a ‘set-and-forget’ strategy. Wealthflow’s Investment Committee would be aggrieved at such a suggestion! Considerable effort goes on behind the scenes to allow this state of calm consistency to exist. The fortitude and […]

Experts, and a One Million Dollar Bet

Financial Predictions

During this week’s global stockmarket volatility, as in 2017, we were again reminded of the importance of following an investment approach based on discipline and diversification vs. prediction and timing. As we leave the new year and venture into 2018, we can look at several examples during 2017 that provide perspective on what guidance investors […]

Next Stockmarket Crisis – Past Lessons

We have now moved beyond the 10-year anniversary of when, in early October 2007, the S&P 500 Index hit what was its highest point before losing more than half its value over the next year and a half during the global financial crisis.