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
2022 Wrapped Filed Under: Financial Planning | Investment Services | Portfolio Management Published by Jack James on Dec 13, 2022 There have been a lot of challenges for investors in 2022. In a few words, according to Ben Carlson of a Wealth of Common Sense, here are just some of the reasons why this has been a challenging year for the markets: The highest inflation in four decades... Read more
Seasons Change Filed Under: Events | Financial Planning | Investment Services | Portfolio Management Published by Jack James on Oct 04, 2022 Welcome to Fall - a name thought to originate from the change in seasons and the phrase 'fall of the leaf'. Observing global markets this past month, you could also be forgiven for thinking it aptly describes their direction. In last month’s market communication... Read more
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
The Problem with Inflation... Filed Under: Investment Services | Portfolio Management | Wealth Management Published by Jack James on Jun 17, 2022 The Problem with Inflation... Halfway into June and the persistent pressures that have defined markets in 2022 continue unabated. The cast of influencing characters remains the same – many we have touched on in prior monthly updates. With rekindled selling... 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
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
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