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
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
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
April Showers Filed Under: Estate planning | Investment Services | Portfolio Management | Wealth Management Published by Jack James on May 04, 2022 April Showers. Will they bring May flowers? With continued broad declines across most major assets through the month of April, many investors have been left wondering if and/or when the selling will subside. The first question (if) is an easy one to answer... Read more
When It Rains it Pours Filed Under: Estate planning | Investment Services | Portfolio Management Published by Jack James on Feb 23, 2022 When it rains it pours – a fitting analogy to describe the onslaught of headlines that have roiled global equity markets to start the year. From sticky inflation and rising commodity prices fueling market speculation about central bank response, to pandemic... Read more
To 2020 & Beyond Filed Under: Estate planning | Financial Planning | Special Reports and Newsletters Published by Robert McLean on Jan 01, 2020 January 2020 The 2010s have come to a close as a decade to remember hosting no shortage of major economic and geopolitical events. The European sovereign-debt crisis gave way to the global commodity boom and bust. The Middle East was a constant source... Read more
Gardens & Portfolios: Sowing seeds of success Filed Under: Estate planning | Financial Planning | Portfolio Management | Special Reports and Newsletters Published by Robert McLean on May 01, 2019 https://www.330ramp.com/blog/2019/5/1/the-parallels-between-gardening-and-investing "To plant a garden is to believe in tomorrow" -Audrey Hepburn Days are getting longer, warmer and more sunny. As the saying goes, you know it is spring when the Leafs... Read more