Resources

September 2017 SWM Letter

Hurricanes and other events blow in and away this time of year.  It can be addicting to watch, especially as stitched together by endless videos in news media.  Ultimately, the immense damages caused by Harvey and Irma were less than feared, took fewer lives than in years past, and will goose productivity...
Read more

Summer 2017 SWM Letter

I trust you are enjoying a wonderful summertime.  I have much to share with you but will keep it brief.  With any questions you may have, call me or simply reply and we’ll arrange time to speak soonest.  Now in this mid-summer edition, have a look for what interests you most, and...
Read more

June 2017 SWM Letter

BBQs beckon, travelling tantalizes, camp fires crackle, and among such summer delights you may ponder what matters most in life.  This naturally leads beyond physical assets and account statements to people we love most dearly and even the generations to come.  As Tom Deans wrote in Willing Wisdom, “our DNA will continue...
Read more

April 2017 SWM Letter

Dear friends, as you’ll see when your March 31st summary arrives, values rose well in the first quarter 2017.  The past year even brought double-digit returns.  Strongest positions included Canadian Dividends, Emerging Markets, Small-cap businesses in Canada and abroad.  Joining the rise is Global Infrastructure which had paused for a time in...
Read more