Summer 22
Filed Under: Portfolio Management

Published by Jack James on Aug 30, 2022

As Labour Day approaches, holidays wind down, and the back-to-school preparations begin, summer is quickly drawing to a close. With the past couple summers being marred by the pandemic, either through increased isolation or restrictions on travel, 2022... Read more
Five Daily Affirmations
Filed Under: Investment Services

Published by Jack James on Jul 04, 2022

The first half of 2022 has been anything but tranquil for stocks and bonds – with both asset classes off to historically poor starts. In light of this, we wanted to acknowledge the psychological impact adversity-filled periods like this one can have on... Read more
Bear Market Blues
Filed Under: Portfolio Management | Wealth Management

Published by Jack James on May 24, 2022

Since issuing our end of April update, we have witnessed continued selling pressures across stock and bond markets amid investors' ongoing concerns about persistently high inflation, increasing interest rates, and heightened recessionary risks. Although... Read more
Q1 Volatility
Filed Under: Tax Planning | Wealth Management

Published by Jack James on Apr 01, 2022

This concludes the first quarter of 2022. If there has been any notable theme in the last three months, it has been volatility. Volatility caused by inflation and policy expectations. Volatility caused by war and elevated geopolitical strife. Volatility... Read more
Year End Reflections
Filed Under: Investment Services | Tax Planning

Published by Jack James on Dec 15, 2021

And just like that, the end of yet another year is upon us. As is customary for many at this time of year, we like to reflect back before looking forward - asking what will the world remember about the year that was? Vaccines and re-openings? Clogged... Read more