The Elegant Solution: Simplifying Your Financial Life
Are you carrying too much financial “stuff”? Old accounts, unused tools, and forgotten subscriptions can weigh you down, what could you let go of to make your financial climb lighter?
Are you carrying too much financial “stuff”? Old accounts, unused tools, and forgotten subscriptions can weigh you down, what could you let go of to make your financial climb lighter?
Markets advanced in September, led by technology and infrastructure sectors, while energy softened amid falling oil prices.
Markets delivered robust returns in August, fueled by expectations of rate cuts, strong earnings, and sector-specific gains, though labor market softness remains a factor to watch.
July delivered solid gains across North American and European equity markets, supported by strong job data in Canada and positive trade developments between the U.S., EU, and Japan. While Canada’s housing market faces prolonged weakness, milestones in LNG exports and growing adoption of stablecoins point to new growth opportunities ahead.
Our June 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.