Factor premiums are a way to capture extra returns by focusing on specific stock characteristics like value (cheap stocks), size (smaller stocks), and momentum (stocks on the rise). These factors have consistently provided investors with returns above the market average, even over long periods.
In Canada, November is recognized as Financial Literacy Month, making it an ideal time to dive deeper into what you know and where you can improve. As we approach the end of 2024, it’s the perfect time to reflect on financial learnings from the year. Money can be a complex and daunting topic for many but remember, it’s never too late, or too early, to further your financial knowledge.
Retirement is often seen as the golden era of life—a time when you can finally relax, travel, and enjoy the fruits of your labor. However, as many retirees discover, the transition from a structured work life to the freedom of retirement is not always seamless. Beyond the financial aspects, retirement brings a host of emotional challenges that can catch people off guard.
In a society where financial success is often linked to freedom and happiness, it’s surprising to find that many wealthy individuals experience anxiety over spending money.
When it comes to personal finance, those who succeed often have one thing in common: they don't overcomplicate matters. Getting the fundamentals right lays the foundation for long-term financial security and wealth.
The financial planning industry is shifting as a growing number of firms are embracing a deeper connection between financial planning and meaningful living. This emerging perspective redefines traditional narratives around wealth accumulation, suggesting a more holistic approach to financial strategy.
Congratulations to our very own Roger Sinclair! Roger was selected by the UPEI Alumni Association Board for a Distinguished Alumni Award in recognition of his career achievements and his many
This year's Future Proof conference was a convergence of culture, technology, and, of course, money, it represented the best of what the world of wealth management has to offer.
Whether you stumbled onto this website by simple chance or coming here was an intentional decision, we warmly welcome you to the SBW Wealth Management Blog, and we thank-you for the visit.
