Responsible Investing
Written by Paul Sutherland   

Often I am asked about our socially responsible investing and our core beliefs that guide our investment strategies. As investors that want to be responsible, thoughtful, and ethical in their investment themes, it becomes difficult with the landscape of ever-moving corporate management, investor's fickleness and short-termism. Recently there has been an increased interest in Socially Responsible Investing (SRI). Since 1995 there has been a $190 billion increase in social screened funds according to the Social Investment Forum Foundation www.socialinvest.org.

Read more...

Last Updated on Monday, 30 November 2009 17:45
 
Is Gold the Right Investment?
Written by Paul Sutherland   

I was asked by a journalist this week about investing in Gold it is often considered a “safe haven” and insurance against financial woes like inflation, deflation, currency collapse and other calamities. But just today “ Gold Fell to a Two Month Low” Click here to view Article on Bloomberg.

Gold is an investment that has a place in an investment portfolio and currently we have holdings of gold mining companies in some our client’s accounts totaling between 4% and 8% depending on the clients risk tolerance.

Read more...

Last Updated on Monday, 30 November 2009 17:48
 
Life Goes On
Written by Paul Sutherland   

After this last year’s dismal returns on nearly all asset classes, jobs lost and business failures, going forward the investing world will be affected. Every investor needs to realize some basics. First, life goes on. Economic activity is always happening. Second, investments are merely tools to help support our lives – there is no perfect investment for every economic climate, so competent management is key. There will always be creative distraction and emerging growth areas to avoid or embrace. Third, even though the investment basics seem simple, they require consistent analyzing and monitoring.

Read more...

Last Updated on Monday, 30 November 2009 17:51
 
Making it Through the Territory - Why Financial Planning is Important
Written by Paul Sutherland   

“I just want to make it through the territory,” a FIM Group client told me back in March 2009. “It’s that simple.” The client had been with us for over 12 years, having hired us while he was still employed, and he is now several years into his retirement. The “territory” he referred to is the next 20 to 30 years of his life funded by returns from his investment portfolio. Fear was more than prevalent this last year, making most people perceive the world differently.

Read more...

Last Updated on Monday, 30 November 2009 17:52