Market and Investment Insights
Featured Post
Advocacy in Aging
A key topic we focus on when you discuss your estate planning at CrossPoint is aging and what your plans are.
Insights
April 2021 Commentary & Performance Review
Financial markets showed broad‐based strength through the month as the economic recovery continued. Although COVID‐19 cases were rising in some regions, investors showed…
March 2021 Commentary & Performance Review
It has been one year since the S&P 500 hit a bottom on March 23rd. Since then, the index had gained nearly 75% and is showing few signs of slowing. The S&P/TSX Composite has similarly returned over…
February 2021 Commentary & Performance Review
During the month, yields on long‐dated government bonds spiked, representing the growing unease market participants are having with higher inflation expectations. These higher yields carried through …
January 2021 Commentary & Performance Review
Last month seemed to have a different market‐shaping event every other day. While the introduction of a vaccine will help mitigate some future volatility around COVID‐19 infection rates, it’s already obvious 2021 will not…
December 2020 Commentary & Performance Review
The juxtaposition of strong financial markets within a struggling global economy in 2020 highlighted how different the two can act. The S&P 500, typically a bellwether for stocks due to its broad sector diversification and revenue sources, ended the year…
November 2020 Commentary & Performance Review
In a remarkably short time, three pharmaceutical heavyweights (Pfizer, Moderna, and AstraZeneca) have announced they’re nearing the final stages of developing a COVID-19 vaccine. The surprisingly high…
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.
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.
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...
Advocacy in Aging
A key topic we focus on when you discuss your estate planning at CrossPoint is aging and what your plans are.
April 2021 Commentary & Performance Review
Financial markets showed broad‐based strength through the month as the economic recovery continued. Although COVID‐19 cases were rising in some regions, investors showed…
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 »