Personal Wealth

The Impact of March 2020 on Your Portfolio

We have just gone through one of the most difficult months for investors. The worst part of it wasn’t the steep decline in our portfolio values, it’s been not knowing what’s coming up next. While it is surreal to see the world economy freeze up due to the global pandemic, it’s important to remember that equity bear markets, and the damage they inflict on portfolios, are part of an investor’s life.

Behavioural Finance

The Rational Reminder Podcast: Bear Markets: Always Different, Always the Same

In our second special release episode during the 2020 COVID-19 bear market we discussed a broad history of US bear markets from 1900 to 2020, the recent volatility in the bond market, bond ETF NAV spreads, a nuance in the legislation on tax-loss harvesting, and some of the tax-related changes that Canada has rolled out in light of the current situation.