Skip to content Skip to sidebar Skip to footer

Author page: johndegoey_8c7zot

December 2024

Around the middle of December, advisory firms and the people who work for them start putting out their retrospectives regarding the year that is just about to end and / or offer their forecast for the new year. I have long argued that forecasting is a mugs game. To the extent that I have grudgingly…

Read More

November 2024

Citizens throughout the western world have been coddled into believing economic growth and improved prosperity are their birthright. It's the elephant in the room. When historically prosperous people go to the ballot box, they routinely punish incumbent governments for what they believe are economic hard times. The old adage of “a car in every driveway…

Read More

October 2024

Nobody knows what will happen in the US election that’s just around the corner. Many people think no one should modify a portfolio in anticipation of an expected outcome. This is common advice now because things are so tight. But what we do know is that both candidates will be protectionist as President, and will…

Read More

Beliefs

Research and evidence based (academic, dispassionate, independent) Markets work (i.e., markets are “highly efficient”) Tactical overweights and underweights based on valuations and risk Emotional and behavioural factors play a bigger role than most acknowledge Long-term perspective (preferably 20+ years) Diversification within and throughout many asset classes Account for taxes, both risk tolerance and risk capacity,…

Read More

Does Cost Matter?

There are two ways to  invest in capital markets. The most prevalent way for retail investors is active management with a team of professionals reviewing information, trends and companies, and then making buy-and-sell decisions for like-minded unit-holders. The other way is passive management which aims to track a benchmark. The big difference is that passive products…

Read More

Tapered Fees

Household Account SizeTotal FeeAvg RateUnder $250,000$      3,500.00$        250,000.00 $      3,500.001.40%$        300,000.00 $      3,900.001.30%$        350,000.00 $      4,300.001.23%$        400,000.00 $      4,700.001.18%$        450,000.00 $      5,100.001.13%$        500,000.00 $      5,500.001.10%$        550,000.00 $ …

Read More

    Contact John De Goey



    Copyright © 2025. All rights reserved.