Blog

As we move toward the end of February, it’s gratifying to see good news on a number of different fronts, including some nice stock market gains, across the board. As we now know, the inflation rate here in Canada fell to 2.9% during the month of January...

If you’re anything like me, you’re weary of the interest rate/inflation topic. However, it’s a necessary conversation if we want to better understand why our portfolios behave a certain way when rates fluctuate. I’m not going to dive more deeply into...

Many clients have heard me state over the years that my approach to managing a portfolio has far more to do with understanding and responding to each person’s emotional and psychological relationship with money, than pretty much anything else. In my experience...

There are certainly days when it feels as though we’ll never get off the hamster wheel of inflammatory headlines, and the situation with Silicon Valley Bank & Signature Bank has added fuel to the fire, in this regard. As usual the media has had a field...

March has come out of the gate with positive returns across most sectors/regions. As of the March 6th close, the S&P/TSX (Canadian Index) is up +5.83% year-to-date and the S&P500 (broader US market) is ahead by +5.44% for the same period. February ended...

Many of us were perched on the edge of our seats Wednesday February 1st, waiting to see how the markets would react to the Fed Chairman’s speech, after the 2-day FOMC meeting. While it was certainly no surprise that a further 25 basis point rate hike...

While today is supposedly called “Blue Monday”, as far as I’m concerned, there is good news out there! Not only is the sun shining but the stock markets both here and in the US have had a great start to the year. From January 1st to Friday the 13th, the...

As the end of 2022 nears, I thought I’d share a few final thoughts and take a peak into 2023 to ponder where we might be headed. I’m including HERE Jim Allworth’s (RBC Chief Investment Strategist) latest outlook. He writes about what a U.S. recession...

Back in early February 2020, I started writing a weekly “Feel Good Friday” email, in an attempt to combat the fear that was raging around us. My goal was to look to optimistic stories to help remind us that the dark and gloomy headlines served virtually...