Market and Investment Insights

Featured Post

Insights

Filter By Topic:

Filter By Date:

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.

Q1-2019 Quarterly Review

We are pleased to offer the Q1-2019 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.

Q4-2018 Quarterly Review

We are pleased to offer the Q4-2018 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.

Q3-2018 Quarterly Review

We are pleased to offer the Q3-2018 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.

Can I retire?

From the desk of Erin Gendron... At the beginning of the year, over 1500 randomly selected Canadians were polled on their retirement goals and expectations. How do your retirement goals and savings stack up against these findings? Not quite sure if you’re on track?...

4 Financial Tips for Active Young Families

4 Financial Tips for Active Young Families From the desk of Erin Gendron... With the start of a new fall season and the end of care free summer days, the ‘responsible, let’s get organized’ side of me kicks into high gear. Fall has always had a 'fresh start' feel about...

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.