And So It Goes…
October 16, 2024
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
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.
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
Now that the first half of 2024 is over, let’s look at how the performances differ from country to country, from sector to sector, and
It looks like this wall of worry is a lot taller than thought. After climbing it in 2023 (up 23.8%), the S&P 500 continued its
Just like the adage on Wall Street that markets always climb a wall of worry, Global Equity Markets – defined by MSCI World Index Total
After the second-best yearly first half of this century, the third quarter of 2023 has not been too friendly to the bulls of this market:
For the first 6 months of 2023, the S&P 500 gained a whopping 15.91%, the second-best first half of this century. One of Wall Street’s
Judging by what we read in the newspapers lately, we would think the stock market is struggling with high inflation and a banking crisis around
The most common critique of diversification surfaces at the worst possible time. During a broad market selloff, an investor with holdings spread across sectors, geographies,
If you’re an entrepreneur thinking about selling your business, the first question that often comes to mind is: “How much is my company worth today?”
Most business owners spend years building their holding company, reinvesting profits, growing a portfolio, and watching value compound. Few pause to ask a fundamental question:
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