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Knowing Your "Uncle Point" is Key to Your Investment Strategy
Even with a very long time horizon, a 20% to 30% drop in the value of your portfolio is gut-wrenching.

Tim Morton, CFA
Aug 19, 20223 min read


Ignore Investment Predictions
No need to predict market bottoms. In the long term, corporate earnings will reward investors.

Tim Morton, CFA
Jul 24, 20222 min read


Is that Light at the End of the Tunnel?
Based on current equity valuations, bond yields and historic return history, the future looks bright.

Tim Morton, CFA
Jul 3, 20223 min read


Market Volatility - Contrary to Common Sense?
Unlike many endeavours, investing success is not guaranteed by experience and intelligence.

Tim Morton, CFA
Jun 15, 20222 min read


Capturing Meteoric Gains
high-flying stock falls back to earth. Paper profits evaporate. There must be a better way to lock in profits, but at what cost?

Tim Morton, CFA
May 31, 20223 min read


Do You Have Benchmark Envy?
Don’t you hate to see the S&P 500 zoom up in price while your investment holdings sit there watching the parade go by? You say to yourself,

Tim Morton, CFA
May 16, 20223 min read


Maximizing Return Through the Control of Risk
The explosive growth in investable indexes and ETF issuance allows for a truly diversified global portfolio, but the question remains,...

Tim Morton, CFA
May 9, 20223 min read


Cash, the Riskiest long term Asset?
Bonds are Risky, Stocks are Riskier, but is Cash the Riskiest Long-Term Asset? In stock market selloffs the daily accumulation of losses...

Tim Morton, CFA
May 9, 20223 min read


Investment Philosophy
Portfolio management tips; benchmarking yourself, managing emotions, tax efficiency, private debt

Tim Morton, CFA
May 9, 20223 min read
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