If you’ve ever wondered what it would be like to sell everything you own—your home, your car, and most of your belongings—so that you could refocus your life around the people and work that matter to you, Carolyn’s story is one you’ll want to read. Carolyn Ray has always been dedicated to her work and … Continue reading Meet Carolyn Ray: Reinventing What Matters
At the time of my note on March 6th the S&P 500 was at 2,972 having fallen 13% from its record highs set only 12 business days previously. We said we were cashed up and ready to “feast.” The next 11 days saw the market fall an additional 781 points bringing the total collapse to … Continue reading May Update, 2020: Groundhog Day meets The Joker
The past month has seen unprecedented change and adjustment in almost every single person's life, on the planet as a whole. Covid-19 has changed the way we work, interact, shop, and do almost everything else. You have received dozens, if not more, e-mails from companies telling you what they are doing through this crisis and … Continue reading April Update, 2020: Staff Appreciation
With economic policy and solutions changing rapidly around the world, our Chief Strategist John Johnston breaks down what is going on and what we should be thinking about (updated as of March 22, 2020). Key Points Covid-19 is a massive economic and financial shock that has caused a deep recession to begin. It is likely … Continue reading Covid-19: Policymakers Rising to the Challenge
As things unfold, we want to keep you all up to date as to what we are thinking, how we are acting and what this might mean for investors over both the short and long term. Click the link below for another engaging video between Davis Rea's CEO, John O'Connell and Mark Bunting. We appreciate … Continue reading Covid 19 Market Update: What Would You Do?
John O'Connell, our Chairman and CEO, sat down with Mark Bunting to record this brief video about what we think about the current market issues and what is unfolding around the world. While a pandemic affecting the global economy isn't usually the regular topic of discussion, you'll notice that many philosophies remain steady and reflect … Continue reading Covid-19 Market Update: Uncommon Sense Amid A Panic
When I was 25 years old, I had a bit less than two years of experience as a professional investor. On October 19, 1987, I received one of the most important lessons of my life: the stock market owes you nothing. And, if you demand it to give you a price on any given day for … Continue reading March Update, 2020: The Fox, The Chickens, And The Hen House
When the stock market is experiencing volatility and your portfolio is fluctuating more than you're used to, it can understandably make you nervous. This is particularly true if you’re anticipating a certain amount of income from your investment portfolio or if you’re making a significant purchase in the near future. While we know that these dips … Continue reading The Importance Of Reviewing Your Insurance Protection When Markets Are Volatile
What happens when you get a chunk of unexpected money? Mariel van de Loo, a Senior Product Designer who lives and works in Toronto, is no stranger to this question. A few years ago the tech startup she works for, Shopify, went through an IPO and overnight she had a windfall she needed to decide what … Continue reading Meet Mariel Van De Loo: What Happens When You Get A Financial Windfall?
Our recent update giving our first take on the impact and seriousness of the Coronavirus ended with this advice: When trying to judge risks that have low probability, but potentially devastating impacts, it is wise to take action incrementally as the facts evolve. It appears that the authorities globally are taking proactive measures and while the deaths are … Continue reading February Update, 2020: The Economic Impact Of The Coronavirus