Globe and Mail – November 30, 2017- Year-end tax strategies can benefit ETF owners – The end of the year is a natural time for investors to assess their portfolios. It’s also time to look for tax-loss-selling candidates.
Globe and Mail – October 4, 2017 – How to Invest a Sudden Cash Windfall – For a stable investment, yet one that has considerable contrarian potential, Keith Richards recommends Costco Wholesale Corp.
Barrie Examiner – October 31, 2016 – Barrie-based business receives national award – ValueTrend Wealth Management is 1 of 19 private businesses across Canada to receive a 2017 Canadian Business Excellence Award
Simcoe.com – November 2, 2016 – Barrie Investment Advisor wins Canadian Business Excellence Award – ValueTrend Wealth Management, Worldsource Securities Inc won the 2017 award by clearly demonstrating a strategic approach and marking results in satisfying customers, engaging employees, and being innovative.
CTV News – November 29, 2016 – Marijuana Market Concerns…spikes in trading volume
Globe and Mail – March 3, 2016 – Sector Rotation: An investment strategy for the financially fit – In a nutshell, sector rotation requires moving money from one industry to another in order to beat the market.
Globe and Mail – December 30, 2013 – How investors can play “broken” stocks – Low valuations are not necessarily the reason to buy a fallen stock – you need a catalyst to move it forward.
Financial Post – December 12, 2012 – Rankings offer investors glimpse into CEO performance – Buying the stock of companies run by these winning CEOs, combined with proven metrics such as positive fundamental, and positive technical or seasonal profiles will increase your chances of picking an outperforming security.