Market and Investment Insights
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2022 Contribution Reminders
Contributing to an RRSP is a fantastic way to reduce your 2021 payable taxes. A TFSA savings plan that lets you grow and withdraw your money, tax-free, making it a great option when saving for short and long-term goals.
Insights
October 2021 Commentary & Performance Review
In this month’s commentary, we discuss North American equity markets back to all-time highs, PayPal backing away from a Pinterest acquisition, The world’s (new) most valuable company and more…
September 2021 Commentary & Performance Review
Nearly all financial assets traded down during the month, outside of energy‐related equities and commodities. A slowing Chinese economy, potential U.S. domestic policy errors, and stagflation fears dominated headlines…
August 2021 Commentary & Performance Review
Global risk appetite improved, with stock markets rising while commodity and fixed income markets declined. Although the Delta variant is slowing the reopening in some regions, companies continued to raise…
July 2021 Commentary & Performance Review
Jeff Bezos, who founded Amazon in 1994 as an online bookstore, has left the position of CEO after amassing a nearly $200 billion fortune. Bezos will continue to serve on the board of directors while also…
June 2021 Commentary & Performance Review
After a long battle, the Keystone XL pipeline project has officially been scrapped. TC Energy, the pipeline developer, announced this month that they would no longer pursue the project. President Biden had previously
May 2021 Commentary & Performance Review
Canadian and U.S. equity markets rose through the month, with the S&P/TSX 60 up 4.60% and the S&P 500 up 0.18%, which ended the month early on 28‐May as U.S. markets were closed for Memorial Day. The TSX has…
Q3-2020 Quarterly Review
CrossPoint Financial brings to you the third quarter of 2020 portfolio review. Split into 2 segments, these videos cover some interesting topics that have crossed Brent’s desk and then a more in-depth look at the markets and our portfolio performance through the quarter.
Q2-2020 Quarterly Review
CrossPoint Financial brings to you the second quarter of 2020 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.
Q1-2020 Quarterly Review
CrossPoint Financial brings to you the first quarter of 2020 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.
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.
October 2021 Commentary & Performance Review
In this month’s commentary, we discuss North American equity markets back to all-time highs, PayPal backing away from a Pinterest acquisition, The world’s (new) most valuable company and more…
COP26: Keeping Climate Issues on the Front Burner
“Investors today aren’t just investing for performance; they also want the ability to make an impact beyond returns that aligns with their personal values.” Check out the latest article in WP where Brent Vandermeer talks about Socially Responsible Investing (SRI) AKA Environmental, Social and Governance (ESG), and the upcoming COP26 conference – an annual summit aimed at accelerating progress towards Paris Agreement emissions targets.
Advocacy in Aging
A key topic we focus on when you discuss your estate planning at CrossPoint is aging and what your plans are.
Lost in transition? Thoughts on Retirement
Brent contributed his perspectives on the financial impact to doctors considering retiring in an article entitled "Lost in transition? Thoughts on Retirement Part 2. “Should I stay or should I go now?” in the Oncologist Read the Article »
2021 Financial Checklist
2020 was a year to remember, filled with hardship for many, and silver linings for some. As we begin a new year, it’s a time to reflect on the past year to consider what went well and what could be improved upon. Here’s a Financial Checklist to help you and your...
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.
2022 Contribution Reminders
Contributing to an RRSP is a fantastic way to reduce your 2021 payable taxes. A TFSA savings plan that lets you grow and withdraw your money, tax-free, making it a great option when saving for short and long-term goals.
Marriage versus Common-law relationship, there isn’t really a difference, is there?
It’s pretty easy to assume that there isn’t a difference between a legal marriage and a common-law relationship. Deciding which spousal status is right for you is a decision only you can make? Find out more.
Timing is everything when it comes to government benefits
Decisions on when to collect CPP benefits and to convert RRSPs can have a profound effect on clients’ retirement income.