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Lori Livingstone
Lindsay Tortorici

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Toronto, ON
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Top 20 Investor Mistakes

Posted on: June 5, 2019

When learning how to invest, it is important to learn from the best, but it also pays to learn from the worst. These top 20 most common mistakes have been compiled to help investors know what to watch out for. If any of these mistakes sound familiar, it is likely time to meet with a financial adviser.

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The Power of Diversification

Posted on: February 1, 2018

I’ve recently welcomed new clients who, unfortunately, have made no return in the last 4 years on their seven figure accounts. This outcome was the catalyst to find a new investment advisor. How is it possible to make no money when all markets have been up during this time frame?

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The Value of Diversification

Posted on: August 2, 2017

Diversification is the magic that smooths out your investment returns over time

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Bull and Bear markets

Posted on: March 23, 2017

Looking back at bull and bear markets is very informative. What is the most important take-away? That bear markets are SHORT and SHARP and FEEL painful. But, as the following chart from Morningstar shows, the market spends the vast majority of time moving higher not lower. Lesson: Stay invested and don't try and time big moves in or out of the market. Take a look:

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