Ballard Mudge Financial Group
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...
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...
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.
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...
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...
Since Inception, the portfolio has returned 16.70% annually through August 31, 2021 beating the benchmark return by 3.47% annually.
