Year-End Planning

Year-End Planning

As we are all eager to move into 2021 with new possibilities and moments to be had, this is the perfect time to set your sights on the life you want to be living by the time 2022 rolls around.  We’ve all experienced the New Year’s Resolutions craze, where we set...
November 2020 Market Update

November 2020 Market Update

November was an exceptionally strong month in the stock markets. Today I talk to you about: Portfolio Positioning Economic Developments Are You Wealthy? November was a phenomenal month and possibly our best month ever. As the year enters the last month I begin to...
The Monthly – September 2020

The Monthly – September 2020

As if 2020 couldn’t get any crazier. The world was basically shut down due to a global pandemic, kids worldwide not attending in-person school, a hot button US election with the chances of the incumbent president likely to reject the results if he loses and now the US...
The Monthly – August 2020

The Monthly – August 2020

We had another phenomenal month in August with the US S&P 500 up 7.0%, the NASDAQ up 9.6% and US industrials were up 8.5% and adjusted for USDCAD currency changes US industrials was up 5.8%. The Canadian TSX was up 2.1% in August. My preference for the US has been...
The Monthly June 2020

The Monthly June 2020

The news with the economy seems to be going in opposite directions from the stock markets. I can’t help but ask why and try and find an answer. Let’s look at some economic data first. US retail sales are on a solid uptrend, that’s positive. Inflation...
The Monthly: May 2020

The Monthly: May 2020

I think it is required that I highlight some of the recent news going on in the United States right now with racial inequality and police brutality with respect to the markets. It is incredibly sad to see loss of life and the poor treatment of others. It is a highly...