Wealth Management Blog - Assante Sana Family Office

25

Oct
2022

Podcast: What do marshmallows and markets have in common?

by John Lawson October 25th, 2022 in Money Tips

Senior Portfolio Manager Peter Hofstra (CI Global Asset Management) joins the latest episode of the Wealth Wisdom Podcast, a Sana Family Office Production.

11

Oct
2022

Portfolio Construction: What “Mark-to-Market” means and how it applies in the real world

by Alfred Lam: CFA October 11th, 2022 in Money Tips

What are the characteristics of stocks vs. bonds vs. real estate? Alfred Lam (Senior VP and CIO, CI GAM) breaks down the characteristics of all three in his latest edition of Portfolio Construction.

09

Sep
2022

Portfolio Construction: Markets rallied in July, contrary to most investors’ expectations

by Alfred Lam: CFA September 9th, 2022 in Money Tips

The reality is markets typically bottom when investors have unrealistically bearish expectations.

Wealth Management Blog - Sana Family Office