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

First Home Savings Account

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Fight the feelings: How emotions hold us back from making money

There’s not an investor on this planet who hasn’t felt the deep pit of despair when seeing their portfolio drop. That intense feeling of panic has caused countless people to sell out of stocks or do something else they wouldn’t otherwise normally do....

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All in the Family: A Primer on Gifting Property

For many parents and grandparents in Canada, the desire to help your children often includes giving them cash, property or real estate. These gifts can help your children acquire a home, reduce accumulated student debt, or even help offset the costs...

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Strategies for Your Retirement Savings Plan

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6 Tips for Talking to Adult Children About Your Family’s Wealth

All parents, particularly those of affluent families, tend to avoid conversations with their adult kids because they fear confrontation, a loss of privacy or worry about their offspring becoming entitled and losing their motivation, says Forsythe....

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8 Tips to Bulletproof Your Will

In a perfect world, your final wishes would be carried out just as you wish. In Canada, you generally have testamentary freedom, which means you are allowed to distribute your estate in the manner you choose, as stated by your Will. However, there ar...

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Tax Planning for Business Owners - The Capital Gains Deduction

For 2023, business owners can use the Capital Gains Deduction to shelter up to $971,190 of capital gains on the sale of shares of a qualifying small business corporation....

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