Video: Invested Capital vs. Book Value
Earlier this year, one of our newsletter communications included the topic of “Invested Capital vs. Book Value.” As a follow-up to this, we would like to share the below video from Edgepoint, which further provides some clarity on Invested Capital vs. Book Value, and the impact of distributions. *Note:...
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The Value of Staying Invested
In an effort to keep you informed as it relates to your investments and achieving your goals, we wanted to share the following information with you, on the value of staying invested. Volatility is a constant in the market, how investors react to it, however, will determine if they...
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September Office Update
We would like to take this opportunity to keep you updated on our office, team, and upcoming events. As some of you may have already noticed, we are currently in the process of refreshing our website. It is important for us that we provide our clients with a central...
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Book Value vs. Invested Capital
In an effort to keep you informed as it relates to your investments and achieving your goals, we wanted to share the following and attached with you. Our office has fielded several calls as it relates to what is known as “Book Cost / or Book Value” and we...
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How to Discern Between and Choose an Advisor
Discerning between and selecting an advisor can be mystifying for many. We hope this post will shed a little light and help you move toward making an informed and profitable decision. We believe in client education, transparency and open dialogue. We often educate our clients on matters related to...
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Tax. We all pay it, but we don’t have to leave a tip!
Sometimes a message is given so clearly and well stated that you just can’t say it any better. My friend, and former colleague Robbie Handelman, has produced this helpful illustration explaining why we can’t afford to leave a tip. Also, cost matters, when it comes to fees investors pay,...
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Extra Extra! Read all about it…
…or not? We are inundated daily, hourly, or perhaps more accurately “during real-time”, with news of events and happenings around the world. The distribution and consumption of news is literally one click or a swipe away and available in the palm of our hand. How does this impact us? Our lives?...
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