Latest Blog Posts Market Ethos - Dividends are back, but exposure matters Published Date: 17 July, 2025 Author: RWL Dividend-focused investing underperformed the broader market by a decent amount in 2022 and 2023, just by a sliver in 2024 and roughly... Read more Investor Strategy: Halfway check-in: Comfortably numb? Published Date: 13 July, 2025 Author: RWL Markets have enjoyed a good start to 2025, albeit with one helluva ride. From initially underreacting to the policy threat of tariffs... Read more Market Ethos - Valuations leave little room to stumble Published Date: 30 June, 2025 Author: RWL The S&P 500 has peaked out at around 22x a few times over the past five years. And while the TSX has seen valuations as high as 18x... Read more Market Ethos - The hedge debate Published Date: 27 June, 2025 Author: RWL Accurately forecasting where a currency is going to go next is rather challenging. Additionally, for a Canadian’s portfolio there are... Read more Market Ethos - Mind the cap Published Date: 19 June, 2025 Author: RWL One recurring discussion topic over the past few months has been the size factor — specifically what to do with small or mid caps.... Read more