Girl with Drums

DEATH, TAXES & DAVE GROHL

David Mudge

May 03, 2024

Its been a while since my last blog.  I am finding it difficult to find new interesting things to write about.  Why not rehash some old ones?  Death and Taxes …. and maybe throw in some Dave Grohl. 

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Five

THE CANADIAN FOCUSED EQUITY PORTFOLIO- 5 YEARS IN

David Mudge

September 28, 2023

We started the Ballard Mudge Financial Group's first discretionary portfolio in mid-2018 and the first client money went into our Canadian Focused Equity Portfolio August 3rd 2018.  The goal was to ma...

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Reading a tablet

COPPER, DATA AND THE GENIUS OF MICHAEL LEWIS

David Mudge

June 09, 2023

Michael Lewis is one of my favourite authors. He tends to write about sports and finance which align pretty well with the interests of this former athlete portfolio manager. His books are nearly alw...

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Elder Care

ELDER CARE & FAMILY PLANNING

David Mudge

March 08, 2023

My business partner and I have helped several families in recent years aid aging parents and we have found that there are three steps to help the process.

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Driving on a snowy road

WHEW! 2022 IN REVIEW

David Mudge

February 06, 2023

There have only been 4 times in history when both the bond market and the equity market have sold off at the same time for an entire calendar year. The others were 1931 with the start of the great de...

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Seat Belt

WHEN SAFETY HURTS

David Mudge

March 10, 2022

It is difficult to make any sense of how energy companies plan for the future when they are the ultimate price takers. Obviously, the companies themselves find it difficult to plan according to the w...

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