Market and Investment Insights
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Portfolio Commentary – May 2025
Our May 2025 Portfolio Commentary provides an overview of recent market performance, key financial stories, and insights into the performance of our model portfolios.
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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…
Advocacy in Aging
A key topic we focus on when you discuss your estate planning at CrossPoint is aging and what your plans are.