Ideas & Insights

Our mission is to equip you with the knowledge and clarity needed to navigate your financial journey with confidence.

 

Tariffs, Volatility, and Perspective

Published by Justin Caldwell on Apr 03, 2025

Building with cloudy background
Markets are reacting sharply today to sweeping new U.S. tariffs and renewed fears of a global slowdown. The size and scope of the announced tariffs are unprecedented — surpassing even the most aggressive forecasts. Global equities are broadly lower, with... Read more
Navigating Uncertainty: The Power of Diversification

Published by Justin Caldwell on Mar 07, 2025

Boat navigating treacherous waters
As Canadians, we’ve all felt the impact of recent trade policy upheavals. Long-held norms in international trade are being rewritten, and markets are whipsawing in response to shifting policies. Businesses thrive on certainty, and right now, uncertainty... Read more
Market Update – Tariffs & Strategic Positioning

Published by Justin Caldwell on Feb 03, 2025

Building with cloudy background
This morning, markets reacted sharply to the newly announced tariffs and Canada’s swift retaliation—an escalation that could mark a historic shift in Canada-U.S. relations. While trade friction was expected, the severity of these measures was higher than... Read more
Update on Recent Market Volatility

Published by Justin Caldwell on Aug 06, 2024

Last week, the market saw its most volatile period since 2022, with headlines reporting the “worst day in two years for the S&P 500” and “Japan’s stock market experiences worst decline since 1987.” Market volatility can be unsettling, but it is also a... Read more