What happened to all the top mutual funds?

Whatever happened to the top-performing mutual funds of 1994? Would they have made good investments over the past 25 years?...

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What's the alternative?

Aversion to investing in stocks can only be rational if there truly is an alternative to invest in. Is there an alternative?...

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The Death of Equities

40th Anniversary Special...

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Does Active Investing Work in the Information Age?

Marketing from mutual fund companies seems to suggest they can still consistently beat the market, but can they really. Are they really even? Or is it an illusion?...

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Why Elementum Growth?

Why did I create a discretionary portfolio for my clients on our Private Investment Management platform and what's it all about?...

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What is an ETF?

Surprisingly I still get asked this question a lot. Okay, at one point ETF might have been industry gibberish, like PPN, CDO, or FTLP, but by today I’d think the acronym ETF has reached the same recognition by the average retail investor as GIC....

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Finding a Good Advisor

While you can pick up two apples in the produce section of your grocer and make a determination of which is better, it's not so easy in the financial advice industry. This is an update to a post I made 3 years ago with updated links and resources....

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2018 Market Review

It's once again time for an annual market review. I do these reviews annually (find links to previous years at bottom) more for orientation purposes than to either dwell on the past or prognosticate the future....

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Investing Is Like Gambling!

There are some real analogies to be made between investing and gambling....

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My Investment Philosophy

You may be an existing client, you might have found this website and are considering becoming a client, or you might be someone who manages all their own investments. Either way, my hope is that the below can be of some general guidance....

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