Chalten Investment Review – Q2 2018

Welcome to the Chalten Investment Review for Q2 2018.   In last quarter’s review we dedicated some space to reminding investors that the best way to deal with market volatility is to be prepared.  Being prepared means an appropriately targeted asset allocation, broad diversification and disciplined rebalancing.  When we’re prepared we can watch the oft peculiar […]

If an investment sounds too good to be true, check these four things

We recommend that investors follow an “evidence-based approach” with their investments.  What does the evidence tell us?  Investors should maintain globally diversified portfolios, keep costs low and select a mix of risky and safe investments that is suitable for their risk tolerance and financial goals.  Once a sensible portfolio is in place, holding on through […]

“So what do you make of bitcoin?” – question from a curious investor

Bitcoin, blockchain, initial token offerings…..yikes!  As financial headlines dedicate an increasing amount of coverage to this relatively new area, it’s left many investors scratching their heads.  What is bitcoin?  Do I need to know about this?  Am I missing out on an opportunity?   Below we present a question and answer that we hope investors might […]

“I’m nearing retirement and the stock market is at an all-time high….what should I do?”

On October 19 Fortune published an article with the headline: “30 Years after Black Monday, the Dow Hits an All-Time High”.  The article goes on to speculate: “only time will tell if we have another crash ahead of us. But in the meantime, investors seem to think that skepticism and caution may be just what we […]

Unfair or not, get ready for changes to the taxation of private corporations

“We see these approaches to managing people’s affairs through a private corporation as creating an unfair playing field……We’re trying to tighten these loopholes to make sure that it’s fair.” Doesn’t sound like taxes for small business owners are going down, does it?  The above is from federal finance minister Bill Morneau’s July 18 announcement outlining […]