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By Michael Hlinka                                          

            There’s an investing strategy known as a “paired trade”. This happens when an investor finds two companies with relatively similar profiles; they typically compete in the same industry with similar strategies and are approximately as risky (or volatile as measured by beta). One stock is purchased with a similar dollar amount shorted, in the belief that if markets go up, the long will appreciate more than the short, and if markets go down, the short will sell off more than the long. 

By PAIP Canada staff

It’s one of the most common questions asked by clients, and why shouldn’t it be? When a family receives a lumpsum, either from performance bonus or an inheritance, or for any reason for that matter, there’s a decision to make.

By Michael Hlinka                                          

            I’ve been at this for half the year now, and 20-20 hindsight, I realize that I should stipulated a couple of things at the git-go. On both my long and my short selections, I should have established a 25% threshold if I was ever wrong…

By PAIP Canada staff

When interest rates increase or decrease, there’s lengthy process for the impact to be felt by both individual Canadians and corporations alike.

Beyond the most prevalent reaction of “my mortgage is going to cost more each month” is a much more complex flow through into the economy.

By Ryan Goldsman, CFP®, PAIP®

            Rarely do I meet another professional that enjoys budgeting as much as I do, but it happens every now and then. Of course, being one of “those” people, I’ve heard almost all the accountant jokes from my friends.