Investors are constantly seeking ways to enhance their investment allocation in order to reduce the systematic risks (i.e. market risks) where public securities leave them exposed. Why, then, do we mention Private Equity and Whole Life in the same article? Simple: because both Private Equity and Whole Life improve upon the features of their respective public market securities. The former enhances growth and potential, the latter upgrades shelter and safety.

While it may seem counter-intuitive to think that a bubble in the credit markets would be fueled by excess credit, that appears may just the case. At the time of writing this article, people are contemplating asking for negative T-Bill returns, even before inflation has been factored in. That is an economic reality that should not persist.

A very belated Happy New Year from Bearing Capital Partners, and all the best for a prosperous 2012.  January has come and gone, but we can still look back on the previous year, and also look forward to some of the major issues and items we see down the road for the coming year.
Last January, [...]

Is this possible? A 7% return on a guaranteed fixed income strategy? Yes, and we have been assisting clients structure high fixed income payments with confidence that their principal will be returned.

The newswires are buzzing about the meeting of the ECU in Brussels Thursday and Friday, and there will surely be loads of volatility arising from the announcements over the next two days.

I really get a kick out of writing my blog posts. It is a great way to explore ideas in a forum where clients can respond. However, it is important to know who is writing, and where those thoughts are coming from. Click below to learn a little more about me.

The markets have experienced very high volatility over last couple of months. However, that volatility seems to be focused on politics rather than the economy itself. What appears to be unfolding is a game of high stakes political brinksmanship. German and French politicians are reluctant to provide a solution to the Greek (and other PIIGS) debt crisis, for fear of losing popularity at home. But in order to save the European Union, and its currency the Euro, it seems to be the case that Greece must be saved.

Click through below to see Healthy living is taking a centre stage in the November 2011 edition of Benefits Focus
See articles on the growing epidemic of obesity in North America, and tips on creating your own “Healthy Living” environment in your office. There is also news about November as “Diabetes” month in Canada, and its effect on canadian,and an article to find out if you suffer from “Emotional Eating.” Click through to read more!

Each fall, the biking season heats up as the weather cools down, and Bearing Capital Partners gets involved in some fun out on the road.

There is some immediate opportunity to be found in down markets. The best way to make money right now is to take it right from CRA. Since equity holdings are generally down, you might want to take advantage of a concept known as “tax-loss harvesting.”