Investment Advisor: Stephen Granata

07/19/2023

An interesting read/ bonne lecture!

06/14/2023

Here’s an interesting article on private equity investing and its place in an accredited investor portfolio.

01/11/2022

Happy new year!
A short article and video highlighting the benefits of broad diversification and the drawbacks of market forecasting. Enjoy!

Bonne année!
Un court article et vidéo démontrant les bénéfices de la diversification et les désavantages de la prévision des marchés boursiers. Bonne lecture!

Sticking to Principles: This article highlights the benefits of broad diversification and maintaining a consistent asset allocation versus the drawbacks of attempting to outguess the market.
https://urldefense.com/v3/__https:/www.dimensional.com/ca-en/insights/sticking-to-principles__;!!C_xIDw!5lEZSJyydS7MKRUoq5AwFlwkMdshCm6EfqOyMzkcZY4ALUTDezmiIOxaXVuzfNSsVDCelPGfaCGe$
David Booth on Market Forecasting (Video): David Booth reflects on forecasting and what makes for a better investment experience.
https://urldefense.com/v3/__https:/www.dimensional.com/ca-en/asset/2325/david-booth-on-market-forecasting__;!!C_xIDw!5lEZSJyydS7MKRUoq5AwFlwkMdshCm6EfqOyMzkcZY4ALUTDezmiIOxaXVuzfNSsVDCelHUXJ8hZ$

Dimensional Founder David Booth shares his perspective on the value of following market projections vs. following a plan.

09/02/2021

How to minimize tax and maximize impact when passing your savings to the next generation.

Jason Heath: If you have more money than you'll need in retirement, consider putting these strategies to use.

Jason Heath: If you have more money than you'll need in retirement, consider putting these strategies to use

07/05/2021

Rebound in Smallcap and Value Stock Performance

Bonne lecture!
Happy reading!

06/01/2021

It's been called the most powerful force in the universe. Here's how to learn to love compound interest and let it make you rich.

On l'appelle la force la plus puissante de l'univers. Voici comment apprendre à aimer les intérêts composés et les laisser vous enrichir.

It's been called the most powerful force in the universe. Here's how to learn to love compound interest and let it make you rich

05/13/2021

As companies grow into some of the largest firms, the returns that push them there can be impressive. But not long after joining the Top 10 biggest by market cap, these stocks, on average, lagged the market.

As companies grow into some of the largest firms, the returns that push them there can be impressive. But not long after joining the Top 10 biggest by market...

04/06/2021

Climate Change and Asset Prices. Happy reading!

Changement climatique et le prix des actifs. Bonne Lecture!