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Q4-2019 Quarterly Review
CrossPoint Financial brings to you the final quarter of 2019 portfolio review. We trust you find this type of communication helpful. It’s just one more way we try to keep you up to date on the status of markets and our portfolios.
Insights
January Commentary & Performance Review
One hundred years later, we continue to see the effects of the organization founded in January 1920 which we now know as the United Nations.
December Commentary & Performance Review
Whether assisted by a Santa Clause Rally or the announcement of a Phase 1 trade deal, the S&P 500 finished 2019 up 30% (total return in local currency), an impressive feat for a “late cycle” market. The annual returns were spurred on by low…
November Commentary & Performance Review
The Month of Mergers and Quarterly Economic Outlook. The Canadian and U.S. economies continue to show resilience as reported this month with Gross Domestic Product (GDP) growing by 1.3% and 1.9%, respectively.
October Commentary & Performance Review
The Bank of Canada announced its intent to leave benchmark interest rates unchanged. This decision was initiated on the basis that the Bank is forecasting a slowing of GDP growth to 1.6% in 2020.
September Commentary & Performance Review
Canadian markets continued to show resilience to a global slowdown as the S&P/TSX hit a new record high. At the high, the index was within striking distance of 17,000 points, nearing a threshold that was unexpected at such a late stage in the business cycle.
August Commentary & Performance Review
Investors who were expecting renewed exuberance in the markets after the Federal Reserve cut interest rates on July 31st would have been disappointed given the negative monthly return on the S&P 500.
Q4-2019 Quarterly Review
CrossPoint Financial brings to you the final quarter of 2019 portfolio review. We trust you find this type of communication helpful. It’s just one more way we try to keep you up to date on the status of markets and our portfolios.
Q3-2019 Quarterly Review
CrossPoint Financial brings to you the third quarter of 2019 portfolio review. We trust you find this type of communication helpful. It’s just one more way we try to keep you up to date on the status of markets and our portfolios.
Q2-2019 Quarterly Review
We are pleased to offer the Q2-2019 Quarterly Performance Review, a 3 part recorded presentation analysis of the quarterly portfolio performance and financial valuation metrics. We are excited to be able to share our knowledge of the financial industry; hear first-hand distinctive insights about personal wealth management and today’s financial services industry.
Q1-2019 Quarterly Review
We are pleased to offer the Q1-2019 Quarterly Performance Review, a 3 part recorded presentation analysis of the quarterly portfolio performance and financial valuation metrics. We are excited to be able to share our knowledge of the financial industry; hear first-hand distinctive insights about personal wealth management and today’s financial services industry.
Q4-2018 Quarterly Review
We are pleased to offer the Q4-2018 Quarterly Performance Review, a 3 part recorded presentation analysis of the quarterly portfolio performance and financial valuation metrics. We are excited to be able to share our knowledge of the financial industry; hear first-hand distinctive insights about personal wealth management and today’s financial services industry.
Q3-2018 Quarterly Review
We are pleased to offer the Q3-2018 Quarterly Performance Review, a 3 part recorded presentation analysis of the quarterly portfolio performance and financial valuation metrics. We are excited to be able to share our knowledge of the financial industry; hear first-hand distinctive insights about personal wealth management and today’s financial services industry.
A Tale of Two Markets
Bond markets and stock markets usually move opposite to each other, hence their diversification benefits. Today, they appear to be indicating the same thing by moving strongly upward together. One of them must be wrong. Historically, the smart money is the bond market viewpoint. Yet today, central banks are distorting true risk and value by their market operations. The bond market is likely saying that recession is coming. This leads us to continue our shifts to a more defensive portfolio posture.
Holiday Reading and Investment Wisdom
Markets have become more turbulent again, not that we should be surprised. In fact, opportunities are now becoming more apparent and for that, we are excited as it will help us grow your portfolio. However, we also recognize that the larger ups and downs can be very...
November is Financial Literacy Month
From the desk of Erin Gendron... In October, Financial Planners Standard Council (FPSC), Canada’s governing body for financial planning conducted a survey* of over 1500 Canadians. They found that 41% of Canadians lack confidence in their financial affairs. 33% of...
Protect Your Family’s Future AND Get Rewarded for Being Healthy!
From the desk of Erin Gendron... This is a message for our younger clients or those who are "young at heart". Insurance: Something no one enjoys talking about, but a 'must have' conversation. We feel a sense of responsibility to have this conversation with you - or...
Don’t Look Now
Don't Look Now...but U.S. stocks are in a decided uptrend as a period of market anxieties appear to have faded—at least for the moment. There are a number of factors that investors say are underpinning the recent resurgence in risk-taking that’s lifted the market....
Can I retire?
From the desk of Erin Gendron... At the beginning of the year, over 1500 randomly selected Canadians were polled on their retirement goals and expectations. How do your retirement goals and savings stack up against these findings? Not quite sure if you’re on track?...
Q4-2019 Quarterly Review
CrossPoint Financial brings to you the final quarter of 2019 portfolio review. We trust you find this type of communication helpful. It’s just one more way we try to keep you up to date on the status of markets and our portfolios.
January Commentary & Performance Review
One hundred years later, we continue to see the effects of the organization founded in January 1920 which we now know as the United Nations.
December Commentary & Performance Review
Whether assisted by a Santa Clause Rally or the announcement of a Phase 1 trade deal, the S&P 500 finished 2019 up 30% (total return in local currency), an impressive feat for a “late cycle” market. The annual returns were spurred on by low…