July Newsletter
Megan Lisowski - Jul 04, 2024
At anytime, if you would like to speak with us, please do not hesitate to reach us directly by phone 905-727-5040 or Ridd.Associates@nbpcd.com. We would also be happy to meet with you in person (either in-person, via video or telephone).
Market and Portfolio Update
Welcome to July and the second half of the trading year.
We are in the Green Zone in our Stoplight Indicator – or mid-long term equity Action Signal. The market indexes were all up or close to previous highs on the month. In the U.S. we are seeing this led once again by technology and growth stocks – the magnificent seven.
In Canada, where our index contains only a small segment of technology, we are in a longer-term sideways move since April though commodities like oil and gold have managed to push the market back close to its high of they year, but still only about 6.25%
Monthly Features
The Mighty Power of Attorney for Property
A comprehensive estate plan addresses important issues related to your property that impact you and your family throughout your lifetime, as well as after your death. Such comprehensive planning includes addressing your potential incapacity during your lifetime. See the attached article for more information on Power of Attorneys, including the Dos and Don’ts
We hope you enjoyed this month's newsletter.
If at anytime you would like to meet with us, please contact us by phone at 905-727-5040 or Ridd.Associates@nbpcd.com. We would be happy to setup an in-person meeting, phone meeting or virtual meeting at a time that is convenient for you. We look forward to reviewing your portfolio and wealth plan as well as answering any questions you may have.
If you know someone who can benefit from what you have learned today, please feel free to forward this newsletter to them.
Warm regards,
