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Portfolio Commentary – April 2025
Our April 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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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 »
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…
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...
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…