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
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
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
March Madness Continues Filed Under: Events | Portfolio Management | Special Reports and Newsletters Published by Robert McLean on Mar 10, 2020 March 2020 A pair of Black Swans Over the weekend, Russia and OPEC failed to come to an agreement over the price of oil and the volume of its production. Instead of agreeing to disagree, they started down the path of price tag limbo - how low can you... 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
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