Third Quarter 2018 Update

Something new you’ll find in this edition is a closer look at just what is: Okanagan Wealth Advisors. We provide more services than people often know so we wanted to formally, re-introduce ourselves! Interesting is one of many words we can use to describe markets this...
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David Fingold

David Fingold

We love managers who are 100% invested in their own funds. We also look for long-term experience, 5-star rated funds and concentrated holdings – his funds rarely have more than 25 holdings. David Fingold from Dynamic checks all our boxes! Trevor and Raj were grateful...
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Annual Returns and Intra-Year Declines

S&P 500 intra-year declines vs. calendar-year returns Despite average intra-year drops of 13.8%, annual returns positive in 29 of 38 years. This could be the best educational graph of all time. Yes, volatility exists and shows its face consistently. What else is...
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