By Ian Ardill There is a lot of anxiety out there. It is very real. A lot of jitters. Feelings of powerlessness. Mostly about interest rates, inflation and the markets going up and down, but mostly down. Are interest rates going to level out – or skyrocket? What about inflation? Last year at this time, the […]
You’re going to love this video. Since its inception in 2008, the average rate of return for Pavilion funds is 161% after tax.* That is not a typo. I believe that for high income earners – anyone paying north of 40% income tax – a Pavilion fund is something that has to be looked […]
You’re going to love this video too! I love Invico and their Diversified Income Fund. There’s the D-word again. But fear not: this is a fund that offers diversification, and, to boot, is offered by a company with a diverse team – led by Co-Founders Alison Taylor and Jason Brooks. While Alison was unable to join the call, […]
By Darlene Abballe Quality Risk Manager In almost 15 years at this company, given the very personal nature of the work we do for our clients, I have been brought to tears more than once. Mostly they have been tears of joy. One of those occasions was earlier this month, when I read this email. […]
By John Ardill You don’t need me to tell you that we’re in unsettling times. Let me share my strategy that seems to work in most economic conditions. In a broad way, Ian explains to his clients that financial plans are like a three-legged stool: • Publicly traded Securities • Private capital investments • Whole […]
