Blog

July 2021 Newsletter

Posted on: July 7, 2021

The special additions of this monthly newsletter provides you a checklist for determining if your business qualifies for certain benefits (LCGE) and Estate Planning Strategies Considering Beneficiaries With Special Needs, as well as bonus reading material on event vs. economic driven corrections and passive vs. active portfolio management.

March 2020

Posted on: March 9, 2020

March 20, 2020 Highlights: Our strategy is working and we are happy to be on the sidelines of this market. Our active management and unique ability to go to cash has significantly insulated your portfolios from this drop. As you are all well aware, global markets are volatile and the outlook is uncertain. As such, our indicators are all in the Red Zone, both short-term “Footsteps” and long-term “Stoplight”. In response, we are largely holding cash positions in replace of your equity holdings.

May 2021 E-Newsletter

Posted on: May 27, 2021

This is the May 2021 edition of our monthly e-newsletter. In this edition, we will discuss the markets from a fundamental and technical perspective, and provide an update on your portfolio. You will also find a guide for assessing your investment strategy, as well as advice on cash planning.

February 2021 ENewsletter

Posted on: April 16, 2021

This week, as of writing markets appear to be rebounding after a fairly routine short-term pullback, which is something we have been expecting...