Roberts Nash Advisory Group

Jay Nash

History

Articles

  •  The Foreign Tax Compliance Act (FATCA) which came into effect on July 1st, 2014 has implications for investors holding Exchange Traded Funds (ETF's) that must be taken into account when making investment decisions.  The issues can be...

  •   The Roberts Nash Advisory Group believes that different investment tools (Equities; Bonds; Preferred Shares; Exchange Traded Funds; Mutual Funds; etc…) can serve very important rolls in portfolio construction and management. We believe that...

  •   The Synergy Canadian Class Fund managed by David Picton (Picton Mahoney) is one of only a few mandates that the Roberts Nash Advisory Group has used for over 15 years. His roots as a manager of Canadian equities go back to London Life, and...

  •   After a spectacular drop in the opening months of 2014 the Canadian Dollar has staged a recovery over the past months returning to 2013 levels. This has led to many client questions about where the currency will go from here. The attached...

  •   In the United States, the income tax system is based on either citizenship or residence, which is not the case in Canada.  The US system is complex with many reporting requirements that are quite different from the Canadian system....

  • As Canadian’s we generally view the currency world in one of two ways…Canadian or US Dollars. For most investors there is little reason to maintain positions in anything else as virtually all of life’s expenses will be denominated in one of these...

  • Microsoft Corp. (MSFT) is the largest direct equity holding the Roberts Nash Advisory Group has in the US market. It’s a prime example of how great companies evolve over time. For many years this name was set aside as part of the “older” generation...

  • On Friday Feb. 28th, 2014 the CBC aired a spot on its Marketplace program that featured a mystery shopper with $50,000 of cash (and debts of $100,000) who said she was looking for investment advice.   Complete with a concealed camera...

  • The Roberts Nash Advisory Group takes great pride in our ability to source almost any product available to Canadian Investors (Stocks; Bonds; ETF; Fund; Insurance…). We aim to build portfolios with the best, most efficient exposures to obtain...

  • Bridgehouse Asset Managers (which includes Sionna Asset Management) has produced some excellent videos featuring Nick Murray. Both of the videos below highlight the value of investment advice, and provide great incite regarding the challenges faced...

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