Market and Investment Insights
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Portfolio Commentary – July 2024
Our July 2024 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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Not to toot our own horn, but…OK
In addition to our excellent investment selections, we’d like to show you a few other ways in which we add value. We could highlight our excellent customer service, or our best-in-class financial planning and long-term estate and tax planning services, however, the...
July Market Commentary
A few comments for you today on recent market moves in the United States to support why we have become more defensive in our positioning in the equity portion of your portfolio: The stock market has rebounded in July, but fewer companies are leading the charge. Below...
Our New Investment – It’s Not Just Any Other Investment!
Executive Summary: I'm extremely excited to share with you this new investment I was able to design with my colleagues at Scotia Global Banking and Markets. The ability to do this type of thing is quite unique to us, how we’re licensed and various other factors, so I...
Will You Be Ready for Retirement?
Recently we found some interesting articles regarding saving for retirement and whether Canadians are preparing and will have enough savings to support them in their retirement. We at Vandermeer Wealth Management find it interesting that depending on who does the...
Keys to a Comfortable Retirement
Can You Survive on 2.9% of your Retirement Fund? Executive Summary: Many of my clients are nearing or are currently in some form of retirement. If you are at this stage of life, sustaining your targeted income stream is extremely important. The challenge is how you...
Why Consider Flow-Through Investing?
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