Articles

Q: Can you elaborate a bit on your philosophy “Letting Winners Ride”? This is very difficult to do when consistently managing position sizing. I own companies that are becoming larger allocations in my portfolio and they feel like “Winners”, so why should I trim?

In the realm of divorce, one of the most sensitive aspects for high-net-worth clients is the requirement for full and frank financial disclosure.

When it comes to divorce settlements, there is no withholding all of the fine details of each spouse’s personal assets and debts, corporate holdings, foreign investments, ventures, personal and business income and expenditures, personal spending habits, trust assets and beneficiaries.

I recently was on a Zoom call checking in with two friends out in Nova Scotia, retirees Paul and Aisha. I apparently had caught them sitting at their kitchen table with two mugs of tea and a box of old photos. Their kids live in Alberta and Ontario, and their first grandchild was born last spring.

When it comes to investing, what is the most important thing? Asset allocation? Stock picking? Market timing? The answer is: None of the above. Historically, the best guarantee of good investing returns is simply time in the market. There are two, possibly three reasons for this:

I interviewed 50 smart people around the world for my annual Rich Thinking® research paper to be released on March 8, 2026. My central research question was “What’s your healthiest habit?” I also asked these men and women from diverse professions and cultures “How much do you spend on this habit?”.

Q: I would like to get your opinions on what investors should do given possibly an inevitable market correction. Many portfolios have gone up over 25% this year, which likely is not sustainable. Should we move to bonds? If so, where?

Can a judge set aside a post-nuptial agreement? Short answer: Yes. So, be careful that your post-nuptial agreement does not go too far.

I was outside watering my garden when I saw Sandra come by. She’s my neighbour—friendly, always ready to lend a hand, and someone I enjoy talking with.

We smiled and started chatting, just like usual.

Knowing that I talk to families about estate and legacy planning, it made it comfortable for her to start talking about her family.

With the rise of social media and influencers sharing all kinds of information, it’s not always easy to know what to believe. This is also true with financial influencers or “finfluencers” who offer financial advice to their audiences. What’s important to remember is that you can’t always trust what you see or hear on social media. And with an increasingly complex financial landscape, it can be daunting to know how to choose financial products and services that are right for you.