A lot has changed…

Technology has made the world smaller. Things move fast and things change even faster. The news, views, and concerns of the world make it to our screens in the matter of seconds. When it comes to wealth management and investing, it can be hard to keep perspective.

September 27, 2021

Evergrande – What Is It and Why Are Markets Worried?

If you’ve been tuning into any financial news outlets lately, chances are you’ve been hearing the name “Evergrande” floating around as the reason for last week’s market volatility, with many comparing the company’s imminent collapse to that of Lehman Brothers, the American financial institution who’s bankruptcy kicked off the 2008 […]
July 23, 2021

RESULTS at a glance – 2Q21

With COVID-19 waning, markets are shooting for new heights. While the US and international markets fared well, Canada actually outpaced its neighbour to the South thanks in part to a stark recovery in oil prices. The strong performance has allowed the Loonie to appreciate to levels not seen since 2015. […]
April 15, 2021

RESULTS at a glance – 1Q21

The lingering COVID-19 pandemic did not prevent markets from reaching new highs in the first quarter. Canada experienced the strongest run up, followed by the US and then international markets. Our Northern advantage is partly thanks to rising oil prices. Generous stimulus packages and the improving economy have some economists […]
January 25, 2021

RESULTS at a glance – 4Q20

Despite going through a pandemic and a tumultuous US election, the S&P 500 continued upwards to hit new highs while other markets (including our own) ended the year positive. Bond yields fell in Canada and the US while the loonie appreciated amid US inflation fears. Oil, while still meaningfully down […]
October 2, 2020

RESULTS at a glance – 3Q20

A resurgence of COVID-19 cases is keeping the market on its toes. Stocks remain down year-to-date in most regions, however the S&P500 hit new highs in September, demonstrating a divergence between the economy and the stock market in the States. Bond yields moved up marginally from Q2 but remain low […]
October 2, 2020

RESULTS at a glance – 2Q20

While COVID-19 continued to stifle business activity, markets recovered some of their losses from the Q1 nose dive. Stocks in Canada, the US and internationally managed to reduce their year-to-date losses to the high-single-digit/low-double-digit range. Policy rates remain close to zero and governments continue to explore further stimulus options. Oil prices […]
April 3, 2020

RESULTS at a glance – 1Q20

COVID-19 hit markets hard in the first quarter of 2020. With countries restricting travel and populations practicing social distancing, markets in Canada, the U.S., and internationally fell by approximately 20 to 25 per cent from their 2019 year-end values. Emergency rate cuts in Canada and the U.S. effectively brought policy […]
March 5, 2020

Coronavirus Uncertainty – Framing the Situation

Many are concerned that a new strain of coronavirus that has ravaged China may prompt the recession we have been expecting for so long, spreading globally and forcing factories to shut down, consumers to stay home and businesses to shrink operations. The concern has led to a newsworthy sell off […]
May 17, 2018

Enterprising Investor – Keep It Simple: 11 Rules for Equity Valuations

Enterprising Investor – Keep It Simple: 11 Rules for Equity Valuations The job of investing can feel larger than life at times. Every day, new companies, rules, and securities emerge adding layers of complexity to an already saturated system. Look no further than cryptocurrencies as an example of how financial […]
April 6, 2018

RESULTS at a glance

It’s been a rough start to 2018. Stocks fell in the first quarter in Canada and the U.S., while both countries’ long-term bond yields increased. The Canadian dollar took a hit, falling 2.4% as NAFTA negotiations with Mexico and the U.S. continue. Oil prices saw strong appreciation. Gold ended the […]
February 26, 2018

Attention To Detail – February 2018

GuruFocus – How Warren Buffett Acts in a Flash Crash Just recently, we saw what is technically defined as a “correction”; the Dow Jones Industrial Average dropped just over 10% between January 26th and February 8th. While it can be nerve racking to watch your stocks slump, times like these […]
January 25, 2018

RESULTS at a glance – 2017 Year End

After a sub-par start, Canadian equities played quick catch-up.  U.S. stocks had robust returns, though lowered substantially by the loonie’s surge.  Short-term interest rates are rising, in Canada and the U.S.  Oil broke out of its slump ending higher than analysts’ forecasts.  Gold experienced redemption in 2017, too.  Read more […]
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