Why invest in multiple assets
Whether intentional or not, every investor makes asset allocation decisions. A portfolio 100% in cash is an asset allocation decision. There is no doubt asset allocation decisions need to be made, otherwise financial goals are unlikely to be met. Most importantly,...
Use exchange-traded funds to control risks and grow wealth
Exchange-traded funds (or ETFs) are a highly effective complement to an investor’s direct securities holdings. ETFs assist investors to extend exposures to various asset classes, control risks and achieve portfolio outcomes suiting their specific goals. Too many...
How to determine the ultimate asset allocation for your clients
When it comes to designing the ideal portfolio for any investor, one size does not fit all. An ad-hoc approach to allocating across different asset classes risks reducing the ability of the investor to fund their retirement and lifestyle needs. A well-managed...
How to select outstanding businesses for equity portfolios
AssureInvest’s direct equities portfolio management goal is to achieve attractive long-term returns at lower-than-average risk. We do this by investing in a concentrated and appropriately-diversified portfolio of attractively-valued outstanding businesses. Here we...
Global activity endures. Bonds more stretched than stocks
Global economic growth is slowing, weighed by declining spare capacity and steady interest rate increases in the US, debt reduction and increased regulation in China and political risks including trade skirmishes that threaten confidence. However, there is enough...
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