Innovation | Insights | Investing

Trade, Taxes, and Regulation

Recently there has been significant change to trade, tax and regulatory policy. On the surface each of these may seem like a big deal. I’

Risk-Smart by WealthFactor

Risk can be defined and measured in many ways. At WealthFactor when building portfolios for Wealth Management clients we believe the focus should be on minimizing the probability of failing to achieve ones goals or objectives. The investment world’s focus for risk is often on the performance of a portfolio relative to a benchmark or a measurement of a portfolio’s level of volatility. While both of these have usefulness they don’t mean a lot to an investor. They can also lead to sub-optimal portfolio decision making. For example, benchmarks are typically comprised of stocks weighted by their size with the largest stocks representing a greater weighting in an index. Historically smaller



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