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
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
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
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
One Month In Filed Under: Financial Planning | Investment Services | Portfolio Management | Retirement | Tax Planning | Wealth Management Published by Jack James on Jan 24, 2022 With the first month of 2022 almost in the books, stock markets are on track for one of their worst starts in recent memory. As investors worry about interest rate policy, slowing economic growth, and rising geopolitical tensions, this rocky start stands... Read more
Year End Reflections Filed Under: Investment Services | Tax Planning Published by Jack James on Dec 15, 2021 And just like that, the end of yet another year is upon us. As is customary for many at this time of year, we like to reflect back before looking forward - asking what will the world remember about the year that was? Vaccines and re-openings? Clogged... Read more
Fall of 21’ Filed Under: Estate planning | Investment Services | Portfolio Management | Wealth Management Published by Jack James on Nov 01, 2021 With the Fall of 21’ in full swing, Halloween right around the corner and the holiday season now visible on the horizon, we hope you’ve had an opportunity to slow down and appreciate the change in fall foliage and enjoy the Thanksgiving holiday with those... Read more
Junuary Update Filed Under: Financial Planning | Investment Services | Special Reports and Newsletters | Tax Planning Published by Robert McLean on Jun 10, 2020 Winding through June, we find ourselves in the midst of a slowly reopening economy. ...... Read more
March Madness Filed Under: Investment Services | Portfolio Management | Special Reports and Newsletters | Tax Planning Published by Robert McLean on Feb 28, 2020 Springing into 2020 Catching a spring cold, the markets cough Coronavirus anxiety has swept the world as markets weigh the impact CoViD-19 may have on the global economy. One of the biggest battles being waged is that of information as reliable news is... Read more