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.
As 2019 starts, the market continues its gyrations that began in September 2018. Volatility has indeed increased over the last 3 months but only relative
It is our custom to use this quarterly letter to address some questions we have heard from you regarding different topics that are currently in
During the month of May, Claret made seven presentations where several of you were present. We would like to thank you for your support and
After a euphoric move to the upside that Donald Trump claims credit for, the market seems to have peaked in January and entered a corrective
The US stock market gained 17% in Canadian Dollar terms. The technology sector, driven in part by the FAANG Stocks (Facebook, Apple, Amazon, Netflix and
We have received several questions from our clients regarding the attractiveness of many alternative investments and private equity funds. Usually the sales pitch for those
US markets seem to continue to climb a wall of worry driven by events around a President who is more interested in being in the
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
Housing affordability is a key concern for many Canadians, especially those looking to purchase their first home. That’s where the FHSA comes in. According to
A holding company serves to house your excess cash, especially from your operating business, so you can invest it in other businesses and collect the
Becoming a millionaire seems like a far-away dream, which only happens to the very lucky. However, I will share a not-so-well-kept secret: Becoming a millionaire