Newsletters

This month we dive deeper into how financial planning can benefit our clients and create a holistic view of your wealth! We give our views on the market conditions and share our performance YTD - And does your financial plan need a tune up??...

This month we cover a handy tip regarding CPP in addition to our technical market comments, portfolio returns as well as our articles regarding budgeting during inflation and protecting your wealth....

May's post covers our Technical Comments about market conditions, as well as planning for the "Great Wealth Transfer" between parents and children. Our Millennial Minute also touches on the advancement of AI and how it can benefit your finances....

April has come and along with it, the beginnings of spring! This month we bring you information about big changes in the portfolios. We are now fully invested and ready to ride the market waves efficiently and defensively!...

February leads in with an interesting start to the markets - the bear still hasn't come but the bull keeps faltering. We are watching for our sideways trading indicators, but we could still be another year or two off....

The new year begins with a review of 2022 - a reminder of why we can hold so much cash at a time, how interest rates and inflation have affected us, how the S&P and even the 10-year Treasury took a dive in the double-digits on a total return basis....

The days are longer, the weather warmer, and the market continues to cool with Wall Street closing its worst first half since 1970....

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....