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Curious to learn more about the key financial concepts behind our decisions? Our specialists regularly publish educational content and share their expertise in various media. To make sure you don't miss anything, subscribe to our financial newsletter.
Soft landing?
Quarterly review
So, here we are at last: the central banks have declared mission accomplished in the fight against inflation and have initiated a cut in...
Momentum
Quarterly review
Momentum is one of the most powerful and persistent phenomena on the financial markets.
Commentary - 1st quarter 2024
Quarterly review
Are US equities too expensive?
Goldilocks and the three bears
Quarterly review
Financial markets behaved in the last quarter of 2023 as if central banks had managed an improbable landing...
Why Hold Bonds When GICs Yield More Than 5%?
Article
The speed at which interest rates have risen has taken many by surprise.
It's all about inflation (3)
Quarterly review
At a CFA Institute annual conference in the 1990s, one of the speakers mentioned that if his economic crystal ball...
Always be wary of predictions
Quarterly review
As we said last quarter, we must be wary of the predictions of economists and stock market strategists.
Happy ETF Day, How Old Are You?
Article
Are the Americans claiming authorship of a Canadian invention? Not in the least!
Deduction of management fees: are you entitled?
Article
A management fee must meet several criteria to be deductible.
ESG investing: Does it work?
White paper
The planet is overheating and the oceans will soon contain more plastic than fish.
Outgoing tide
Quarterly review
We have just experienced one of the biggest tides in the modern history of financial markets.
The Press: The owl of Mount Royal and our investments
Press article
For a long time, I thought that the owl of Mount Royal was an urban legend.
What a difference a year makes!
Quarterly review
In December 2021, the policy rate of the major central banks was close to 0% and US government bonds were yielding 1.5%.
Want to drop your insurance policy? Read this.
Article
Before dropping an insurance policy, check its value.
The day after the night before
Quarterly review
The financial markets have had a challenging first half of the year to say the least. Inflation vs. recession 2020
The markets are falling, what do we do?
Quarterly review
Stock markets are down for the 7th week in a row.
War and inflation
Quarterly review
The financial markets are currently affected by 2 major events.
To hell with the pandemic!
Quarterly review
Against all expectations, the world's stock markets had an excellent year in 2021.
The Myth of High Dividend Stocks
Article
Some myths die hard. "Dividend stocks are a hedge against inflation.
Bonds, the unloved ones!
Article
Covid-19 omicron variant caused major stock market jitters
Return of volatility - 3rd quarter 2021 review
Quarterly review
The financial markets have gently reminded us that stocks don't always just go up.
It's all about inflation - 1st Quarter 2021 Review
Quarterly review
If we could predict the evolution of only one economic data, we would probably choose inflation.
The real revolt of small investors
Article
Forget Gamestop, AMC, Robinhood and Reddit. This is where the real small investor revolt is happening.
Skeptics will be confounded! - 2020 Year in Review
Quarterly review
After fees, a Canadian balanced portfolio generated about 8% return in 2020.
Inflation or deflation? - Review 3rd quarter 2020
Quarterly review
The balanced portfolio invested 60% in stocks and 40% in bonds did its job.
Stay the course, this storm will pass
Article
Your portfolio is like an ocean liner sailing the financial markets.
Q4 2019 - A very good decade of performance!
Quarterly review
A great 2019 for the stock markets.
Entrepreneur at heart
Press article
The Finance et Investissement journal devotes an article to the president and founder of Archer Gestion de Patrimoine.
You don't have to be Warren Buffett
Article
Retirement planning is a much greater source of anxiety than it was for our parents.
3rd quarter 2019: A duel to finish
Quarterly review
Instead, we are talking about the discordant signals that the stock markets are sending us.
The stock market is not a movie theater!
Article
La Presse recently published an article entitled "Will index funds screw up the markets?"
The Fable of the Deserted Beach
Article
In the early 1990s, financial academics discovered the equivalent of deserted beaches in investment!
Q2 2019: The importance of diversification
Quarterly review
Canadian bonds - up 2.51% - and Canadian and developed country equities explain the portfolio's good performance.
1st quarter 2019
Quarterly review
Equity markets experienced strong growth in the first quarter of 2019
4th Quarter 2018: Correction
Quarterly review
2018 marked the end of the party. The U.S. president has finally moved forward with his protectionist policies.
3rd quarter 2018: appreciation of the loonie
Quarterly review
A multitude of outbursts from Mr. Trump that had the effect of cooling the confidence of many investors.
Q2 2018: protectionism and tensions
Quarterly review
The Bank of Canada projects the global economy to grow by 3.75% for 2018.
1st quarter 2018: anything but relaxing
Quarterly review
The lifting of protectionism by our southern neighbors has brought a lot of uncertainty and volatility to the markets.
4th quarter 2017: the skeptics were confounded!
Quarterly review
Financial Markets. 2017 was supposed to be the year of all dangers.
Some year-end tax saving tips
Article
When it comes to your personal finances, it's time to perform a few tasks to close out the year and set the table for 2018.
3rd quarter 2017: the economic planet is doing well!
Quarterly review
Nearly a decade after the fact, the global economy is beginning to shake off the legacy of the financial crisis.
The mirage of smart beta
Article
An exchange-traded fund is expected to outperform the market indexes. Sounds too good to be true? It is!
2nd quarter 2017: foreign investments save the day
Article
Foreign investments saved the day in Q2 2017, despite the rising C$.
3 reasons not to rely on mutual fund returns
Article
The performance of your portfolio remains mediocre and is nothing like what you see in marketing brochures.
The family trust...an entrepreneur's best friend
Article
Quebec has the highest income tax rate in the country. This is true for individuals, but also for businesses.
Review first quarter 2017
Quarterly review
The balanced portfolio is up almost 3% since the beginning of the year.
Lighten your tax bill with exchange-traded funds
Article
Exchange-traded funds (ETFs) can help reduce your tax bill. How can they help?
Follow Warren Buffett's advice
Article
Small and large investors should stick to low-cost index funds.
New player in portfolio management
Press article
The journal Finance et Investissement dedicates an article to the launch of Archer Gestion de Patrimoine.
How to increase your retirement income by 35
Article
In 2017, you'll be hearing a lot about the fees you pay on your investments.
Is your financial advisor acting in your best interest?
Article
Your advisor will be better - often much better - compensated for selling you a mutual fund.