Blog

Not unlike what we witnessed at the beginning of August, September began with more volatility across the board. Notwithstanding the whiplash (which I suspect is here to stay - especially as the US election rhetoric heats up), we are all experiencing a...

As we head into the long weekend, it’s gratifying to see my client portfolios, across the board, in resoundingly positive territory, so far in May. Just this month, the TSX is up over +3% and the S&P500, +5.3%. Yesterday we also saw the DOW Industrial...

Over the past 6-weeks or so, the number one question I’ve received from clients is, “What do you think will happen to the stock market if [you-know-who] gets back in?” My initial response has most often been to say a version of, “I don’t want to live...

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...

If I were to tell you the TSX (Canada) was up +7.22% for the month of November alone, you might be hard-pressed to believe me. How about the S&P500 up +8.92% or the Nasdaq coming in at +10.7%? Great news (and relief), all around. I must admit I was holding...

October proved to be another difficult month for the markets (and our portfolios), but what a recovery we’ve had this week! Since Monday Oct 30th, we’ve witnessed triple digit market closes – in the US for all five days (as of this writing) and even here...

In early October of 2022, I wrote the following to clients, “…the best course of action when markets are volatile, is to sit tight and ride it out.” While this rhetoric can get old pretty quickly, I maintain it’s still the best advice I can impart. I’m...