As we head into another week of COVID-19 provisions, Capstone Portfolio Managers, Janet Kim Sing and Maria Dawes provide updates on our pooled funds.
Maria Dawes||Janet Kim Sing
This week's investor update video by two of our Portfolio Managers, Maria and Janet, covers overall investor sentiment during these financial markets and thoughtful considerations on what to do during this time.
During these uncertain times, we want to ensure that we are communicating with you regularly. This week, instead of a written Investor Update, please join Glenn Murray and Maria Dawes as they provide a video segment to review financial markets and to give a brief update on our funds.
Glenn Murray||Maria Dawes
Since the 2008 debt crisis, investors have pursued market resiliency through non-traditional diversification, recognizing that while full immunity is unlikely, a diverse approach strengthens portfolios—so why isn’t everyone doing it?
Maria Dawes
Diversification is one of the best risk-mitigating strategies people can employ in their portfolios. Mitigating risk is the sensible choice and including investments that are not correlated to each other is one way to accomplish this.
Any time you invest money, you should be expecting some kind of return. The cost of this return is the risk that you’re taking: many investors would suggest that the greater the risk you take, the higher the return you should be rewarded.
Meeting with prospective Portfolio Managers or Investment Advisors can initially feel intimidating, particularly if you have limited investment experience. But really, this should be a bit like a job interview that you are conducting. Since you are delegating this part of your financial life to someone else, your values and priorities must align.
Isn’t an Investment Advisor the same thing as a Portfolio Manager? Well, not necessarily...
Most parents plan to leave an inheritance to their children, but they often do not go far enough in planning how much to leave, and when their child should receive it. But before any fancy planning is done, you need to first ensure the basics of estate planning are covered.
