An annuity is an insurance policy that guarantees a series of payments for life. The payments are composed of capital, insured capital and interest. The purchase of an annuity may be something to consider if you are worried about longevity risk, but first…read the fine print.
Capstone Asset Management
Are you able to describe the different risks that can influence your portfolio? In this edition of Investors' Journal we will describe those risks, as well as provide you with a market update and recent changes to our team.
During times of unrest and uncertainty, our approach remains grounded in our investing principles.
Raising a young family is challenging and when you throw into the mix the associated financial costs, it can become overwhelming. We have put together a few thoughts on how to survive those ‘crunch years’ and perhaps even set aside some extra funds for retirement. An ambitious goal? We will let you decide.
It has been a busy month with our Chief Investment Officer, Glenn Murray, traveling to Hong Kong and Vietnam and the Compliance & Operations team welcoming a new team member.
Searching for a home can be an exciting time but it can also be a stressful endeavour. Sometimes, when you’re in the house hunting phase, it can be difficult to see the forest for the trees; we’d like to offer some insight on how greater clarity might be achieved. Please note that in this article we are addressing buying a home rather than an investment property, where the decision criteria can be very different.
Ever wonder about the team behind the scenes who construct Capstone's investment funds? Our latest Investors' Journal introduces some of the new faces on our Investment Management team, an economic update, and some principles to consider when implementing your financial plan.
Roger Qi, BBA BMath Junior Analyst
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Q1 Fund Commentaries
April 16, 2018Capstone Asset Management