When people talk about the risk-free rate, many naturally assume it’s the government’s credit rate — something entirely free of risk. In reality, that’s not quite true. This short piece
Chinese immigrants often find themselves trapped in a cultural paradox: on one hand, they deeply distrust China’s investment environment; on the other, after settling in North America, they instinctively cling
My work frequently brings me into close conversations with senior executives from major North American asset management firms—people like Ryan Dickey from Mackenzie or top fund managers from Fidelity such
In North America, many institutional or private banking “wealth advisors” are essentially salaried salespeople. Holding only basic fund-sales licenses that take a few months to obtain, they often struggle to
Perhaps a self-proclaimed “expert” friend once advised you: “If you want high returns, just invest in a hedge fund.”But that thinking is fundamentally flawed. The term “hedge fund” is not
The “Nifty Fifty” concept first appeared in the North American market in the 1960s, reflecting the ardent pursuit of 50 North American growth stocks by individual investors, institutions, and media
Few people ever stop to think about a fundamental question: Where exactly is the money you invest being held? For most savers, it seems obvious—the assets are simply sitting in
As of today, Canada is home to 15 professional wealth management firms with over $1 billion in assets under management (AUM). And just this morning, on July 28, 2025, iA
The Shore Capital Phenomenon: How Microcap Private Equity is Redefining Wealth Creation Fifteen years ago, in a modest 1,200-square-foot office in Chicago, four young finance professionals were searching for office
Thrasio, a company that momentarily occupied the apex of the e-commerce industry in North America at the onset of the pandemic in early 2021, is a fact that many individuals
