August 2020 - Kerr Financial

Archives

When should you include alternative investments in your portfolio?

“To expect the unexpected shows a thoroughly modern intellect.”- Oscar Wilde This year will provide investors many new lessons to reflect on Whi...

Categories: Investment Management, Personal Financial Planning Tags: Alternative Investments, Canadian, fee only, Financial Advice, Financial Planning, integrated investment, investment strategy, multi-manager

The Advantages of Dealing with A Financial Planner

3 Advantages of Dealing with A Financial Planner The tools available to self-directed individuals to help them manage their personal finances has grow...

Categories: Accounting Services, Estate Settlement & Administration, Investment Management, Personal Financial Planning Tags: Canadian, fee only, Feeonly, Financial Advice, Financial Planning, integrated investment, investment strategy, multi-manager

Our July 2020 summary of global economic & financial market events.

The risk asset rally continued into July, with many segments of the market closing the month at pre-COVID-19 valuations or even all-time highs. Unprec...

Categories: Kerr Market Summaries Tags: corona virus and markets, currency markets, economic data, economic gains, global equity markets, income markets, July 2020 Outlook, market outlook, market summary