Whiplash Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Tax Planning Published by JACK JAMES on May 05, 2025 And just like that, it’s as if April never happened. After all the chaos, markets ended April nearly flat. That outcome might seem surprising given how dramatic the month felt - but for those of us who’ve lived through countless market cycles, it wasn’t... Read more
Tariffs and Turbulence: An Update Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters Published by JACK JAMES on Apr 04, 2025 It’s rare that I feel compelled to send an update just two days after my last newsletter—something I haven’t done since the early days of the pandemic. But following the steep market declines yesterday and today, along with the conversations we’ve been... Read more
Chaos Policy Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters Published by Jack James on Mar 05, 2025 Looking back at 2024, I often felt I had “bull market writer’s block.” With markets rising steadily, there was only so much to say without sounding repetitive. Now, just two months into 2025, I’m already writing my third market update —longing for that... Read more
Beyond the Headlines: Long-Term Investing in an Uncertain Market Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Wealth Management Published by Jack James on Feb 21, 2025 As we move into 2025, market uncertainty is once again top of mind for investors. The return of a Trump presidency has reignited familiar concerns—questions about policy direction, economic stability, and how shifting political winds might impact portfolios... Read more
Navigating 2025: Market Resilience, Trade Tensions, and Financial Opportunities Filed Under: Investment Services | Special Reports and Newsletters | Wealth Management Published by Jack James on Feb 06, 2025 It’s hard to believe we’re already a month into 2025. As with years past, I had intended to send out an early communication sharing our thoughts on the markets and key themes for the year ahead. However, a busy start to the year, coupled with the rapid... Read more
Milestones, Markets, and the Road Ahead Filed Under: Financial Planning | Investment Services | Special Reports and Newsletters | Wealth Management Published by Jack James on Dec 31, 2024 And just like that, the end of another year is upon us. As we reflect on 2024, we find ourselves asking what will stand out in the collective memory. Will it be the enduring strength of the current bull market? The remarkable milestones in technology... Read more
Mid-March Update Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters Published by Jack James on Mar 15, 2022 Vladimir Lenin famously stated, “There are decades where nothing happens; and there are weeks where decades happen”. This is one of those weeks. Instead of writing to you, our clients, about the ongoing debate around the improving economy and markets... Read more
Green Shoots of April Filed Under: Special Reports and Newsletters | Tax Planning | Wealth Management Published by Robert McLean on Apr 15, 2021 With each passing day, 2021 is warming up both literally and economically. The sun is shining, and the natural world is springing to life. With vaccinations rolling out across the world at a pace that is truly astounding, the past year has shown what... Read more
March Towards Inflation Filed Under: Special Reports and Newsletters | Tax Planning | Wealth Management Published by Robert McLean on Mar 09, 2021 has kicked off to a jumpy start as stock markets worked to digest the recent increase in government bond yields. A number of systemic and technical factors caused a sudden increase in the key global reference rates like the US 10 year treasury bond, at... Read more
Will the Games Stop? Filed Under: Special Reports and Newsletters | Tax Planning | Wealth Management Published by Robert McLean on Feb 09, 2021 More commonly known in Canada by their now-absorbed partner, Electronics Boutique (EB Games), GameStop is a brick-and-mortar video game retailer that has been struggling of late. Many comparisons can be drawn to Blockbuster Video. That struggle led them... Read more