Sunny with a Chance of Gains Filed Under: Estate Planning | Portfolio Management | Special Reports and Newsletters | Tax Planning Published by JACK JAMES on Aug 08, 2025 As we move deeper into summer, markets have largely held onto - and steadily built on - the gains since bottoming in late April. Since then, we’ve had the usual drip of on-again/off-again trade threats, walk backs, re-announcements, and delays - summed... Read more
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
The Tariff Tantrum Filed Under: Events | Portfolio Management | Tax Planning Published by Jack James on Apr 02, 2025 As the first quarter of 2025 comes to a close, markets have extended the decline that began in late February, driven by what can only be described as a self-inflicted rollercoaster stemming from the United States’ on-again, off-again tariff announcements... Read more
Why Staying Invested Pays Off Filed Under: Financial Planning | Investment Services | Portfolio Management | Tax Planning | Wealth Management Published by Jack James on Oct 23, 2024 If there’s one lesson I’ve learned from writing these market updates after the rollercoaster ride of recent years, it’s that when markets remain positive for an extended period, finding something truly insightful to say can be unexpectedly challenging... Read more
Steady as She Goes Filed Under: Investment Services | Portfolio Management | Tax Planning Published by Nevin Chernick 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
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
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