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
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