Blog

July 2022 Update

Posted on: July 12, 2022

The days are longer, the weather warmer, and the market continues to cool with Wall Street closing its worst first half since 1970. Our team continues to remain very defensive with a lot of cash to weather the storm. Stephen shares his technical comments this month, addressing the bear bars we've been seeing over the last few months. We also share a great article from Douglas Porter, CFA and Chief Economist at BMO - touching on every global event that has steered us here, from COVID to Russia to Federal tightening. We share our YTD performance in our portfolios, and Ashley reminds us all to do a mid-year check on our financial goals and budgets.

June 2022 Update

Posted on: June 17, 2022

June is racing by and the market isn't slowing down. It seems every day is a new opportunity to change our investment strategy and we aren't wasting a moment. This month Stephen shares a few market insights in his Technical Comments, and we share an article written by Ben Carlson where he explains why we should "become more humble when the market is going against you... When human emotions grab the steering wheel it’s hard to say what’s going to happen." Ashley also shares her inflation woes and gives tips for younger investors on making your dollars stretch further through this recession-like time. And finally, we share our YTD Portfolio Performance. If you feel you have any friends who may benefit from our strategy, please feel free to send our performance along to them! Have a great start to summer, and enjoy this month's update!

May 2022 Update

Posted on: May 17, 2022

April brought on market drops and unease to investors. It seems as the weather outside improves, the market does the opposite! In fact, April's candlestick had the largest bear body since the COVID-19 crash. We could be seeing the trading range begin to establish over the coming months or even years. This month, Stephen takes us through his market commentary and discusses where we are in the portfolios. Ashley also shares her Millennial Minute article this month regarding new ways to get into the housing market. We hope you enjoy this month's offerings - and we hope you reach out to us with any questions!

April 2022 Update

Posted on: April 8, 2022

Spring is upon us and with it comes a possible rise in the interest rates. BMO expects the Bank of Canada to hike rates by 50 bps at the next two meetings in April and June and then 25 bps till they reach 2.5% in April 2023. It's an exciting time to be in the market, and we are here to advise every step of the way! Ashley takes a break from the Millennial Minute this month, but Stephen is here to share his views on the market directions and what's been going on in the portfolios. We hope you enjoy this month's blog!