2023

 

2023.12.31 - Investment Commentary:  Winter 2024                                            Download as PDF

2023.07.18 - Portfolio Developments: Summer 2023                                            Download as PDF

2023.05.05 - A Closer Look:  Charles Schwab                                                               Watch Video

2023.04.17 - Investment Commentary: Spring 2023                                             Download as PDF

2023.01.17 - Investment Noise - A Costly Distraction                                                    Watch Video

                                                                        

 


 

2022

 

2022.09.29 - Declining Markets                                                                                   Watch Video

2022.06.30 - Company Highlights:  Summer 2022                                             Download as PDF

2022.05.13 - Investment Perspective - The Importance of Price Discipline                Watch Video

 


 

2021

 

2021.12.31 - Company Developments: January 2022                                 Download as PDF

2021.12.31 - Portfolio Update - Bracing for Turbulence                                       Watch Video

2021.06.30 - Company Developments:  July 2021                                      Download as PDF

2021.06.30 - Portfolio Update                                                                               Watch Video

2021.04.07 - Wretched Excess - SPAC Attack                                                     Watch Video

 


 

2020

 

2020.12.31 - Investment Commentary:  Winter 2021                                 Download as PDF

2020.11.09 - Valuation series - Managing Uncertainty                                         Go to page

2020.10.20 - Valuation series - Paying Attention to Price Matters                        Go to page

2020.07.14 - The Long View                                                                                 Go to page

2020.05.25 - What have we been doing                                                               Go to page

2020.04.13 - Covid-19 - Special Investment Update                                            Go to page

 


 

2019

 

2019.12.31 - Investment Commentary: Volume XIV, Issue 1                      Download as PDF

2019.06.30 - Investment Commentary: Volume XIII, Issue 2                      Download as PDF

 


 

2018

 

2018.12.31 - Investment Commentary: Volume XIII, Issue 1                       Download as PDF

2018.06.30 - Investment Commentary: Volume XII, Issue 2                        Download as PDF

 


 

2017

 

2017.12.31 - Investment Commentary - Volume XII, Issue 1                       Download as PDF

2017.06.30 - Investment Commentary - Volume XI, Issue 2                        Download as PDF

 


 

2016

 

2016.12.31 - Investment Commentary - Volume XI, Issue 1                        Download as PDF

2016.06.30 - Investment Commentary - Volume X, Issue 2                         Download as PDF

2016.04.30 - Berkshire Hathaway Meeting 2016 - Special Edition              Download as PDF

 


 

2015

 

2015.12.31 - Investment Commentary - Volume X, Issue 1                 Download as PDF

2015.06.30 - Investment Commentary - Volume IX, Issue 2                Download as PDF

2015.05.04 - Berkshire Hathaway Meeting 2015 - Special Edition      Download as PDF

 


 

2014

 

2014.12.31 - Investment Commentary - Volume IX, Issue 1                        Download as PDF

2014.06.30 - Investment Commentary - Volume VIII, Issue 2                      Download as PDF

2014.05.03 - Berkshire Hathaway Meeting 2014 - Special Edition              Download as PDF

 


 

2013

 

2013.12.31 - Investment Commentary - Volume VIII, Issue 1                     Download as PDF

2013.06.30 - Investment Commentary - Volume VII, Issue 2                      Download as PDF

2013.05.04 - Berkshire Hathaway Meeting 2013 - Special Edition              Download as PDF

 


 

2012

 

2012.12.31 - Investment Commentary - Volume VII, Issue 1                       Download as PDF

2012.06.30 - Investment Commentary - Volume VI, Issue 2                        Download as PDF

2012.05.07 - Berkshire Hathaway Meeting 2012 - Special Edition              Download as PDF

 


 

2011

 

2011.12.31 - Investment Commentary - Volume VI, Issue 1                        Download as PDF

2011.08.10 - Comments Regarding Recent Market Turmoil                        Download as PDF

2011.06.30 - Investment Commentary - Volume V, Issue 2                         Download as PDF

2011.05.01 - Berkshire Hathaway Meeting 2011 - Special Edition              Download as PDF

 


 

2010

 

2010.12.31 - Investment Commentary - Volume V, Issue 1                         Download as PDF

2010.06.30 - Investment Commentary - Volume IV, Issue 2                        Download as PDF

2010.05.01 - Berkshire Hathaway Meeting 2010 - Special Edition              Download as PDF

 


 

2009

 

2009.12.31  - Investment Commentary - Volume IV, Issue 1                       Download as PDF

2009.06.30 - Investment Commentary - Volume III, Issue 2                        Download as PDF

 


 

2008

 

2008.12.31 - Investment Commentary - Volume III, Issue 1                        Download as PDF

2008.06.30 - Investment Commentary - Volume II, Issue 2                         Download as PDF

 


 

2007

 

2007.12.31 - Investment Commentary - Volume II, Issue 1                         Download as PDF

2007.06.30 - Investment Commentary - Volume I, Issue 2                          Download as PDF

 


 

2006

 

2006.12.31 - Investment Commentary - Volume I, Issue 1                          Download as PDF

 


 

Tax Planning Strategies

Abbott Laboratories spin-off info

 

Managing Your Wealth

Investment Philosophy

Working With Us

Fee Schedule

 

Education and Knowledge

Warren Buffett: Why stocks beat gold and bonds

Fortune Magazine, Feb 9, 2012

The Way We Live Now by Roger Lowenstein

New York Times, Aug 29, 2010

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2024 Personal Tax Calendar

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Completing Your 2023 Income Tax Return Checklist

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Tips for Paying Yourself as a Business Owner

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Succession strategies for Canadian farmers

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The art of investing in art

Money doesn’t grow on trees, but you can hang it on your wall. Art has turned heads for centuries, but with valuations surging in recent years, some investors now admire their paintings as much for their ability to boost portfolio returns as they do...

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The art of transformational giving

Today’s economic climate is putting pressure on all of us in different ways. More and more people are turning to community organizations for support....

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2023 Year-End Tax Planning Tips

Since many tax strategies require foresight to be effective, tax planning should be a year-round activity. However, as year-end approaches there are still opportunities to consider to reduce your 2023 tax bill. The following information relates to ye...

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Proposed Changes to the Amt Could Complicate Charitable Giving

Newly proposed changes to the Alternative Minimum Tax (AMT) may entice Canadians who are able to make outsized donations to be a little more charitable this year. But come 2024, charities fear the tax changes could dampen those gifts at a challenging...

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