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
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
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
Green Shoots of April Filed Under: Special Reports and Newsletters | Tax Planning | Wealth Management Published by Robert McLean on Apr 15, 2021 With each passing day, 2021 is warming up both literally and economically. The sun is shining, and the natural world is springing to life. With vaccinations rolling out across the world at a pace that is truly astounding, the past year has shown what... Read more
March Towards Inflation Filed Under: Special Reports and Newsletters | Tax Planning | Wealth Management Published by Robert McLean on Mar 09, 2021 has kicked off to a jumpy start as stock markets worked to digest the recent increase in government bond yields. A number of systemic and technical factors caused a sudden increase in the key global reference rates like the US 10 year treasury bond, at... Read more
Will the Games Stop? Filed Under: Special Reports and Newsletters | Tax Planning | Wealth Management Published by Robert McLean on Feb 09, 2021 More commonly known in Canada by their now-absorbed partner, Electronics Boutique (EB Games), GameStop is a brick-and-mortar video game retailer that has been struggling of late. Many comparisons can be drawn to Blockbuster Video. That struggle led them... Read more