The You First Blog

“The individual investor should act consistently as an investor and not as a speculator.” – Ben Graham Happy New Year!  We hope you enjoyed the holidays. Here are the returns of the major indexes in 2018: North America The TSX closed at 14,323 for the year. YTD the TSX is down -11.64%. The DOW closed… Read More

“In the New Year, never forget to thank to your past years because they enabled you to reach today! Without the stairs of the past, you cannot arrive at the future!” – Mehmet Murat Ildan Weekly Update – So Long, 2018 For the last time in 2018, we will leave you with our tax- and investment-related… Read More

“Christmas: The only time of year you can sit in front of a dead tree and eat candy out of socks” – Anonymous Weekly Update – Re-Iterating Our Year-End Financial Planning Checklist With only a few more days left in 2018, it is a good time to revisit tax- and investment-related strategies. We compiled a list of… Read More

The stock market is a device for transferring money from the impatient to the patient – Warren Buffett   With only a few more days left in 2018, it is a good time to revisit tax and investment related strategies.  We compiled a list of investment, RRSP, business, and child related planning tips to cover before… Read More

“A society grows great when old men plant trees whose shade they know they shall never sit in” – Greek Proverb Weekly Update – Market Turbulence Continues Global stock markets experienced another tough week, culminating in the arrest of a top Chinese technology executive that drove another wedge in U.S. – China trade relations. Markets… Read More