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At Gallivan Wealth Management, we believe in integrating your life goals within a strategic wealth management solution that is unique to you. We are fully accredited to provide investment advice, discretionary portfolio management, financial planning and insurance solutions; all crafted together in a tax smart solution for you.
Our clients include high net worth individuals, business owners, professionals, retirees, and charitable organizations. If you would like to book a portfolio consultation, please reach out to any member of our team or call 613-721-8928.
Despite higher interest rates and what has been called “the most anticipated recession ever,” the consumer has stayed relatively healthy and the economy has continued to grow, albeit slowly.
Happy Winterlude! A nice fourth quarter rally like we had in 2023 can sometimes lead to the market taking a breather in January, but things ended up being “steady as she goes” with equities gaining a bit for the month.
Progress against inflation ignited both bonds and stocks at the end of 2023, as the need for additional tightening of monetary policy is removed. While the threat of recession in early 2024 remains.