2018 Market Review

Feb 06, 2019 |Warren Andrukow
Investors around the world saw negative investment returns in 2018, with almost every equity market yielding negative investment returns (only Qatar realized positive returns). Bond markets did not fair much better - some bond indices generated small...
Read More

Here Come the 2019 Market Forecasts!

Jan 02, 2019 |Warren Andrukow
‘Tis the season, as they say, for market “pundits” covering all manner of market to descend from on high to recap what transpired in 2018, and to share with us, their enlightened view of the road ahead in 2019. If you are sensing a tinge of sarcasm in...
Read More

Academic Research Review: Do Stocks Outperform Treasury Bills?

Dec 21, 2018 |Warren Andrukow
Why Academic Research? As most followers of this blog will know, we utilize an evidence-based investment strategy with our clients, and we think you should as well. The term “evidence-based” describes a practice that has been rigorously evaluated by objective...
Read More

The US Midterm Election Is Over - A Historical Review Of What We Can Expect For Market Returns Over The Next 12 Months

Nov 08, 2018 |Warren Andrukow
RBC Wealth Management recently published the attached special report titled, “Midterm Madness and Markets”, which examines how financial markets tend to perform one year before and one year after midterm elections in the United States. The article begins...
Read More

New Market Highs: Is There a Signal in the Noise?

Oct 04, 2018 |Warren Andrukow
We came across an article recently that does a really nice job of answering one of the most common questions we hear from our clients, and that is: With markets setting new highs, should we be expecting a downturn? The answer is both yes, and no. Yes...
Read More

The ABCs of the USMCA

Oct 04, 2018 |Warren Andrukow
How should we interpret the signing of the recently announced United States-Mexico-Canada Agreement? Leveraging an article written by RBC’s Chief Economist, Eric Lascelles, titled, “The ABCs of USMCA”, we can get a better sense of the agreement’s winners...
Read More

The Happiness Equation

Sep 24, 2018 |Brad Steiman
As an investor, your happiness depends on having realistic expectations about returns and viewing market events in proper context. These two factors can drive your sense of financial well-being and influence your financial outcome. To say that “money...
Read More

Capital Losses and Tax Loss Selling

Aug 15, 2018 |Warren Andrukow
Sometimes you may realize a capital loss on the sale of your securities or you may own securities in a loss position. This article summarizes the tax rules and opportunities surrounding capital losses that you have realized or may realize in your non-registered...
Read More

When Should You Review Your Will or Estate Plan?

Aug 15, 2018 |Warren Andrukow
We all know the importance of regular health checkups with our doctor or regular car maintenance check ups with our mechanic but when’s the last time you took a look at your Will or estate plan? Is it due for a checkup? Have you experienced any life changes...
Read More

No asset in your estate can be as emotionally charged as the family cottage

Aug 15, 2018 |Leanne Kaufman
As a cottage owner, open dialogue with the next generation is critical for avoiding potential conflict for those you leave behind. Cherished tradition is deeply steeped in every aspect of our family cottage, largely because my children are the fifth generation...
Read More

Subscribe to Our Blog

Please let us know if you would like to be informed when new content is posted to our Blog.

*Required fields