Exchange-traded funds (ETFs)—a basket of securities like stocks or bonds that is traded on a stock exchange like a regular company share—have become a huge part of the market. (Watch our latest Sandstone Speaks for more on ETF flows.) Yet, the majority of investors don’t know what drives their liquidity. Do you?
If you've followed along for any amount of time, you'll know that our CEO and Chief Investment Strategist, Sharon Watkins, talks a lot about the mindset change needed to build our city. Last month, InterGen hosted a private investor event The Starting Line: A Strategy for Early-Stage Investing at Ferrari of Alberta.
For the first time in over three decades, foreign central banks own more gold than U.S. Treasury bonds as a percentage of their reserves. What does this mean for the U.S. dollar’s privileged position as global reserve currency?
Concentration risk can be a double-edged sword, offering the potential for significant gains but also exposing investors to devastating losses. Recent market trends have amplified this risk, making it crucial for investors to understand and manage their portfolio concentration effectively.
If you were offered a guaranteed 5% return on your investment versus a 50/50 chance to earn 15% or nothing, which would you choose? Similarly, would you pursue a $1,000 prize at the risk of incurring a $1,000 penalty? These questions, rooted in behavioural economics, reveal a fundamental aspect of human nature: loss aversion.
More than simply a transfer of assets, succession planning is the passing on of values, responsibilities, philanthropic ideals, and the ability to make strategic, informed decisions. But what if an adult inheritor never learned to make difficult decisions? How will they steward the family legacy with deliberate governance?