September Newsletter
John Ridd - Sep 05, 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
It is September -- the time of the year where we see the large institutional traders and pension funds return to the office from the summer doldrums and look to rebalance their portfolios for the quarter. As this happens, we seasonally see the volatility of the market pick up, and in addition, we are also in the countdown to the end of the U.S. election cycle, adding more uncertainty and further potential volatility. We are still in the Green Zone in our mid-to-long term Equity Action Call – the Stoplight, but our shorter-term indicators are signalling the need for caution.
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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.
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Warm regards,
