Market and Investment Insights
Featured Post
Portfolio Commentary – January 2025
Our January 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
Insights
July 2020 Commentary & Performance Review
The theme of July was strong growth in risk assets compared to a weak US dollar. Relative to history, the US dollar had the worst month of all the major asset classes. A weak US dollar helps spur growth because…
June 2020 Commentary & Performance Review
Ending a quarter of strong recovery from March-lows, the S&P 500 was up 1.8% and the S&P/TSX Composite up 2.1%, in their respective local currencies.
May 2020 Commentary & Performance Review
By the end of May, the majority of investors believe the worst of the COVID-19 economic shutdown is behind us. Although the stock market is forward-looking and an indicator of investor sentiment, we struggle to reconcile these returns with what we’re monitoring in the data from indicators.
April Commentary & Performance Review
After a severe shock to financial systems in March, global markets rebounded sharply in April. Although the virus continued to spread, some countries saw infection rates begin to peak and now plans are being developed to strategically re-open the global economy.
March Commentary & Performance Review
To combat the damage stemming from skyrocketing unemployment numbers and significantly reduced consumption, many central banks opted to cut interest rates, eased financial conditions to persuade banks to extend loans and reduced the interest rate expenses of businesses and consumers.
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.
Fed Closes Chapter on Easy Money
Source: Wall Street Journal, Morning Wrap, 30-Oct-2014 "As the Federal Reserve bids farewell to quantitative easing, it’s time to grade the central bank’s final round of stimulus. The benefits and drawbacks of QE have been subject of a hot debate on Wall Street for...
No Results Found
The page you requested could not be found. Try refining your search, or use the navigation above to locate the post.
Movies, Money & Time
Whether the moments feel long or short, the gift of time is what really matters. A probable recession might be a little bump along the way over the grand history of time, however we need to remind ourselves that our time is limited. We only have a set number of hours per day, we can use them wisely, or we can use them worriedly.
Talking to Your Children About Money
Sometimes money is the elephant in the room. Money can be a hard subject to talk about, especially to your family. A lot of Boomers in particular were raised with the idea that it was rude to bring up the subject of money. However, it’s one of the most important...
Consumption Slows with Sustained Inflation – June 2022 Review
Consumption Slows with Sustained Inflation June 2022 Commentary & Performance Review Stubbornly high inflation led the U.S. Federal Reserve to quicken the pace of their rate increases to 0.75%. The last time the ‘Fed’ raised rates this much in a single meeting was...
Webinar Replay | Planning for Aging
Your Legal and Financial Foundations for the Aging YearsWe are all living longer, with a significant likelihood of some reduction in our ability to operate independently. Planning for unplanned situations and life transitions has become necessary. How do you prepare...
Inflation Relief Rally – May 2022 Review
Inflation Relief Rally May 2022 Commentary & Performance Review The stronger performance in financial markets last month may reflect easing investor concerns about inflation and a willingness to re‐enter the market at more attractive valuations given the sell‐off...
Webinar: Planning for Aging
Join us on June 15, 2022 from 12 p.m. - 1 p.m. for a free webinar Planning for Aging: Your Legal and Financial Foundations for the Aging Years We are all living longer, with a significant likelihood of some reduction in our ability to operate independently. Planning...