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
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
2021: A New Beginning Filed Under: Events | Special Reports and Newsletters | Tax Planning | Wealth Management Published by Robert McLean on Jan 12, 2021 With the end of 2020, we closed the door on a year that tested more than most. It was a year of challenges, both socially and economically, as a global pandemic became the highest profile healthcare crisis in recent memory. The vaccine fueled optimism... 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