Investing in a Post–Pandemic World

Overview The global economy is bouncing back. COVID-19 infection rates are dropping as more people are getting vaccinated.  We are now in the reflation phase of the recovery: high growth, rising inflation, low interest rates, and lots of volatility.  How do we then invest in a post-pandemic...

Read Post

How to Invest a Cash Lump Sum

Increasing our savings and making good investments helps us increase our wealth. While this is true, we also become wealthy from a sudden cash lump sum. This usually occurs 1 of 3 ways: 1) Selling a Business At some point, entrepreneurs sell their business (hopefully for a large amount)....

Read Post

Annual Investment Audit 2020

Our annual investment audit 2020 is here! Investing in 2020 was about being resilient, resisting the urge to sell, looking for opportunities, and rebalancing after things have calmed down. We believe that 2021 will be about going global as sectors and markets affected by lockdowns start to...

Read Post

Key Investment Idea: What, When, How?

What, When, How? These are the three questions that every advisor and every investor will have to consider at any given time.  Of the three, the most difficult is “When?” In other words, do we buy at today’s prices? Do we wait a month? Do we buy when the stock market reaches a certain...

Read Post