Category: Investment counselling & the client experience
Hayley Carr

Are You Faking It?

  Have you ever found yourself in a conversation about finance and, in a moment of incomprehension, rather than ask a question you simply nodded along? Perhaps it was a conversation with friends or colleagues, or perhaps it was even … Read More →

Anne Maggisano

Women of Burgundy: Making an Impact

  When the Women of Burgundy initiative was launched in the spring of 2014, our mission was clear: to inspire women to make investing a priority. We theorized that by hosting a series of events – keynote speaker events, book … Read More →

Evan Delaney

Hope in Adversity & Caution in Prosperity

Quality-value investors are hopeful in the face of adversity and cautious in times of prosperity. We look to buy high-quality securities that have been unjustly beaten down by the market due to some short-term affliction, with conviction that the value … Read More →

Anne Maggisano

How to Think about your Portfolio in Volatile Times

The summer of 2015 is ending with a bang not a whimper. Starting with the China Crash in early July, we are now entering the fifth day of sustained volatility in global equity markets. Market volatility of the sort we … Read More →