Sept 2022 – SWM LETTER. PICTURE OF WEALTH. FRAUD ALERT.
Our key themes today: (i) a few pictures can quickly [...]
AUG 2022 – SWM LETTER, SUMMER UPDATE
It’s extra challenging to write relevant updates in a summertime [...]
June 2022 SWM Letter: Immunize Your Portfolio
More about “How to Immunize your Portfolio” as promised last [...]
May 2022 SWM Letter: Qns of Inflation, Interest Rates, Housing, Recession
As I write this my window is open for a [...]
April 2022 SWM Letter: TOPICS, TRAVELS, TRANSITIONS
Late on March 31st a bold headline was posted on [...]
March 2022 SWM Letter — WEALTH IN TIMES OF WAR
Our hearts go out to people of Ukraine and to [...]
Feb. 2022 SWM: RRSPs, REAL ESTATE, RESPLENDANT REWARDS.
Answers on RRSPs, unexpected tax-slips, and what's happening with Real [...]
Jan. 2022 SWM Letter: WEALTH, WILLS, FAMILY ESTATE
First-thing this year I emailed investment summaries so you already [...]
November 2021 SWM Letter: “Not For Ourselves Alone” .. and Q6.
“Not for ourselves alone” gains new life when we think [...]
Oct 2021 SWM Letter: Q.5. Who’s in line for your Retirement Savings?
Surprising to some and shocking to others is how many [...]