This Too, Shall Pass 2.0
April 21, 2026
Navigating War My oh my! How quickly the narrative can shift. Since the beginning of 2026, the U.S. stock market has navigated a complex tug-of-war
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.
Navigating War My oh my! How quickly the narrative can shift. Since the beginning of 2026, the U.S. stock market has navigated a complex tug-of-war
If 2024 was the year of the breakout, 2025 was the year the stock market climbed a historic “wall of worry.” As the year began,
Continuing a bit on the theme of our last quarterly letter, which talked about how the market “climbs a wall of worry,” and the closing
My oh my! How fast things can change in the capital markets. The S&P 500 reached an all-time high of As we were writing the
My oh my! How fast things can change in the capital markets. The S&P 500 reached an all-time high of 6,144 on February 19th of
2024 turned out to be a very good year for equities in North America: the US market (the S&P 500) is up 25% and the
While the stock market usually posts moderate gains during election years, averaging 7% since 1952, 2024 could be an outlier, with the S&P 500 continuing
When we think about retirement (QPP vs OAS) one of the first questions that often comes to mind is: “What will my sources of income
Every spring, millions of Canadians sift through their T4 or RL-1 slips and then pause at a line that often raises eyebrows: Pension Adjustment (Box
Looking back at 2025, the topics you were most interested in shared a common thread: a desire to understand better long-term outcomes in a market
Today’s investors have access to more products than ever. Among the most common are Mutual Funds, Exchange-Traded Funds (ETFs), and stocks. Each option can help