Newsletter 2016

(click title to download)

Date  Title Description
December, 2016

Reviews market moves and the potential economic impact of the new political agenda. Plus an update on the Quantitative Investment strategy returns.

September, 2016

Analyzes 3 major advantages of individual investors compared to institutional investors.Also includes a performance update for the Long Term Income portfolio.

June, 2016

Explains the economic factors driving down interest rates and inflation + the effects on the economy and financial markets. 

March, 2016

Explains various retirement account pro’s and cons. Plus a performance review for the Short Term income strategy.