Roberts Nash Advisory Group

Jay Nash

History

Articles

  • In an investment world that can be blinded by short term news items, it’s critical to step back to examine long term trends and disruptive technologies. This article by Capital Group highlights past industry changes, and suggests that 75% of...

  •   Individual stocks held in portfolios managed by The Roberts Nash Advisory Group are generally large cap North American equities with a dividend. While we do not use these models for stock selection, the list is always worth reviewing and...

  • Oil

      When an athlete or team falters, some say they “ran out of gas”….well the ‘Santa Claus Rally’ in the equity markets is faltering. However, it is definitely not for a lack of fuel. One of the primary reasons for recent economic stability, a...

  •   There are many factors to consider when selecting investments. The attached article from Norrep Funds does a good job of illustrating the issue of focusing on only one – “fees”. The Roberts Nash Advisory Group strives to structure tax...

  •   Just in time for many Canadian’s to go south for the winter National Bank Financial has updated its outlook for global currencies. Those waiting to convert their loonies hoping of a better exchange rate may be fighting a losing battle. While...

  •   On Tuesday August 26th Tim Hortons (THI-T) and Burger King (BKW-US) announced a deal to form a single company, domiciled in Canada. The deal would make it the 3rd largest quick service restaurant operator in the world. There is a lot of...

  •   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 broken...

  •  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...

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