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Global Insight Monthly

Global Insight Monthly NovemberWill AI generate long-term equity performance?

Enthusiasm for generative artificial intelligence (AI) has helped drive 2023’s stock market gains. We look at the implications for investors.

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Quote of the month: 

“The four most dangerous words in investing are 'This time it's different' “


Where I stand

I believe that it is my career mission to provide professional services built upon a foundation of honesty, integrity and trust. I believe that by putting you, the client, first, that my personal success will ultimately follow.  I believe that experience matters. I hope that by providing you with a level of service and expertise that far exceeds your expectations, you will make friends, family and aquaintences aware of my services.

Investment philosophy

I am a dyed-in-the-wool contrarian. Rather than concentrating on Wall Street’s “flavor of the month”, I tend to look at companies with long track records that are considered industry leaders and that, for one reason or another, find themselves out of favor.  This can be difficult at times, as I often find myself at the opposite end of the “boat of popular opinion”.  However, it is in this sea of unpopularity where one often finds true value. Over the course of 35+ years as a financial advisor, I have grown comfortable fishing in this sea.
 To be a true contrarian requires three things:
  • courage to invest in things that may be wildly unpopular at the time
  • conviction that you are on the right path, and that your philosophy will ultimately prevail
  • patience to allow the cycles to run their course

 If this strikes a chord with you, then perhaps we can work together…

Wondering what to do with your retirement plan?

When you leave your employer, you have several choices to make with your retirement plan. You can roll it into an IRA, move it to a plan with a new employer, keep it in your former employer’s plan or take your distribution in cash. Learn more by reading about the RBC Rollover IRA.


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