Every three months, the partners and portfolio managers collaborate on a summary of the state of the economic world as it pertains to your portfolio and our approach. Below, you will find links to our archives.
The push and pull of inflation and interest rates, full employment and millions of jobs unfilled, unchecked demand and broken supply chains, exuberant investors, and
First of all, with summer having just begun, we hope you have a chance to have a wonderful family holiday before autumn arrives. We would
As the day winds down on March 31, 2022, we find ourselves living in interesting times. Government spending and budget deficits, fuelled by historically low
We have been extremely busy investing in our company and our systems and processes to better serve our clients. At this point we wish to
There is one concept of risk that we would like to address: the concept of volatility as a risk.
The first quarter of 2021 ended with equity markets posting another positive return of around 5%.
As 2020 fades into history, it will not be a year that is soon forgotten.
Canada’s inflation rate was 6.9% in October, matching the increase recorded in September. While inflation remained steady in Canada in October compared to the previous
There’s an old rule of thumb that says the percentage of fixed income in your portfolio should be equivalent to your age – i.e., a
The Tax-Free Savings Account (TFSA) is one of the best ways for Canadians to save and invest their money. Over time, the tax-free investment gains
Buying your first home requires smart financial planning, preparation and of course budgeting. Here’s a list of steps and tools to help you save up