I produce a newsletter available to clients. I post previous newsletters here several months after distribution to clients.
Bare Trusts, Estate Planning, Notice of Assessment - April 2024
Market movements during Presidential Years - February 2024
Key Dates in 2024 - January 2024
Returns in the year before a Presidential Election - November 2023
Comparison of real estate and mortgage cots - 1982 verses 2022 - September 2023
First Home Savings Account - April 2023
How does a Portfolio Manager look at the Budget - April 2023
New Tax Rules that can impact many people but few know about - April 2023
2023 Facts and Figures - March 2023
Key Dates in 2023 - January 2023
Does the Stock market and the economy bottom at the same time? - October 2022
What happens when the S&P 500 drops 10% - September 2022
What the market is telling us about the latest Bank of Canada Rate hike - July 2022
Will we see interest rates like what we saw in the 1970's? - June 2022
Why we should be cheering for a 10% decline in stock markets in a month - May 2022
What People are not talking about in the Federal budget - April 2022
Ukraine Invasion - March 2022
Comment on Recent Market Volatility - February 2022
Welcome to 2022 - January 2022
Inflation, Executor Services and Capital Gains - December 2021
Canadian Federal Election - September 2021
The Canadian Federal Election and a Financial Planning Tip - August 2021
Inflation - Transitory or not - July 2021
How does an Investment Advisor view the budget? - April 2021 Why is Canada lagging the rest of the World in Vaccinations - March 2021 Where are we at with the Pandemic - February 2021 Welcome to 2021 - January 2021 A Couple of Thoughts on COVID-19 Vaccines - November 2020 The US Election - October 2020 Why the 2020 Recession is different from the 2008 Recession - September 2020 The History of US stock markets in Election Years - August 2020