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Inadequate Diversification

Most clients correctly understand that diversification among investments can decrease the risk of a portfolio. When most people think about diversification, however, they associate it with minimizing the volatility of […]

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Home Bias Investing

It is generally unwise to argue with legendary investors like Warren Buffett and Peter Lynch, but I have a bone to pick with those two. In my humble and barely […]

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conflict interest prime quadrant blog
Conflicts of Interest

Product vs. Process Conflicts of interest is an important topic we educate our clients on. It is far too often, especially in Canada, that clients are offered investment products rather […]

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Having a Carpenter Instead of a General Contractor

The difference between a carpenter and a general contractor is clear to most people. A carpenter is a craftsperson – a person who is responsible for carrying out the physical […]

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Failing to plan
Failing to plan, planning to fail

Failing to plan, planning to fail. Vince Lombardi, the legendary coach of the Green Bay Packers, has often said that there is no such thing as a perfect game. You […]

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Reactionary Investing

Reactionary Investing vs. Strategic Investing Reactionary investing is common among many wealthy individuals. Over the course of several years, they will allocate money to investments which seem, at any given […]

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My Barista’s Inspiration for the Year Ahead

Written by Mo Lidsky, Partner and Senior Managing Director of Prime Quadrant This uncharacteristically older Filipino barista had a smile before I approached her. It was 6:30am on New Year’s […]

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The Brilliance of Avoiding Stupidity

Article written by: Mo Lidsky, Partner and Senior Managing Director at Prime Quadrant He has repeatedly claimed that his wealth is largely due to his ability to avoid mistakes rather […]

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The Five-Point Path to Generational Wealth Transfer – Part I

Many investors we meet with have a similar overarching goal for their investments. Simply put, they wish to protect the value of their net worth, after inflation, while covering their […]

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Investor Biases: Frame Dependence

There’s a famous story about rabbinic student that approaches his Rabbi and asks, “Rabbi, am I allowed to smoke when I’m praying?” to which the Rabbi affirmatively responds “Absolutely not. […]

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