Claret Is on the Move!
July 12, 2022
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
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.
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.
As usual, there are lies, damn lies and statistics.
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