Steady as She Goes Filed Under: Investment Services | Portfolio Management | Tax Planning Published by Thomas Dalinghaus on Apr 18, 2024 As I sat down at the start of this month to write our team's latest market update, I noticed that the situation "on the ground" closely mirrored what we discussed in our previous newsletter. Market conditions remained strong, corporate earnings and forecasts... Read more
Charting the Course: 2024 Filed Under: Estate planning | Financial Planning | Investment Services | Tax Planning Published by Jack James on Feb 05, 2024 As we step into 2024, the markets have picked up right where they left off, not skipping a beat. The year has kicked off on a strong note, with US technology giants at the forefront. This leadership has paved the way for a revitalized market environment... Read more
How things change... Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Jack James on Dec 21, 2023 How things change - reflecting on our conversation from the end of October, we had observed: “Over the past month, equity markets have faced renewed turbulence, far from the optimistic projections many held.” “From a technical analysis standpoint, bonds... Read more
UPtober Myths & Market Realities Filed Under: Investment Services | Portfolio Management | Tax Planning Published by Jack James on Oct 31, 2023 The often coined “UPtober” (in investment circles) seems to be more myth than reality this year. Following September's market challenges, there was widely held investor optimism that October, with its historically strong seasonal trends (see chart below... Read more
Wake Me Up When September Ends Filed Under: Estate planning | Financial Planning | Portfolio Management | Tax Planning | Wealth Management Published by Jack James on Sep 27, 2023 With summer behind us and the arrival of cooler, rainy days, we trust you had a fantastic time creating cherished memories during the warmer months. Since our last update in mid-July, the financial markets have been anything but static. Indeed, the world... Read more
Market Waves: Summer Swells Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Jack James on Jul 19, 2023 Amidst the sun-soaked days of mid-July, we are enjoying the pleasures of summer, like longer days, memory-filled getaways, patio cookouts, and the comforting whisper of warm summer nights. Just like the seasons change, the financial market's initial energy... Read more
Sell in May? Filed Under: Estate planning | Financial Planning | Investment Services | Wealth Management Published by Jack James on Apr 28, 2023 Markets have demonstrated remarkable resilience in recent months, delivering solid first-quarter performance that has carried through to the end of April. This has transpired despite the collapse of Silicon Valley Bank and Credit Suisse in March. The... Read more
Jobs, Jobs, Jobs! Filed Under: Financial Planning | Investment Services | Portfolio Management | Tax Planning Published by Jack James on Mar 02, 2023 As we move into the third month of the year, the age-old proverb, "March comes in like a lion and goes out like a lamb," comes to mind. The unpredictability of this time of year is akin to the present economic climate, which has witnessed abrupt shifts... Read more
Goodbye to 2022 and Hello to 2023 Filed Under: Financial Planning | Retirement | Tax Planning Published by Jack James on Jan 30, 2023 As the new year begins, we would like to extend our warmest wishes for a prosperous and successful 2023. We hope you all had a wonderful holiday season. Despite the tumultuous close to last year, we are pleased to see markets start the year on a positive... Read more
2022 Wrapped Filed Under: Financial Planning | Investment Services | Portfolio Management Published by Jack James on Dec 13, 2022 There have been a lot of challenges for investors in 2022. In a few words, according to Ben Carlson of a Wealth of Common Sense, here are just some of the reasons why this has been a challenging year for the markets: The highest inflation in four decades... Read more