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
Why Staying Invested Pays Off Filed Under: Financial Planning | Investment Services | Portfolio Management | Tax Planning | Wealth Management Published by Jack James on Oct 23, 2024 If there’s one lesson I’ve learned from writing these market updates after the rollercoaster ride of recent years, it’s that when markets remain positive for an extended period, finding something truly insightful to say can be unexpectedly challenging... Read more
Steady as She Goes Filed Under: Investment Services | Portfolio Management | Tax Planning Published by Thomas Dalinghaus on Apr 18, 2024 As I sat down at the start of this month to write our team's latest market update, I noticed that the situation "on the ground" closely mirrored what we discussed in our previous newsletter. Market conditions remained strong, corporate earnings and forecasts... Read more
Charting the Course: 2024 Filed Under: Estate planning | Financial Planning | Investment Services | Tax Planning Published by Jack James on Feb 05, 2024 As we step into 2024, the markets have picked up right where they left off, not skipping a beat. The year has kicked off on a strong note, with US technology giants at the forefront. This leadership has paved the way for a revitalized market environment... Read more
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