Our Blog

We discuss the bond market woes and why some opportunities at the margin to reposition portfolios are starting to emerge.

OAS? What is it? what changes are happening to it? A good summary of what may happen in this year's budget (capital gains?).

Why Investing Needs More than a Forecast We’ve been asked a lot lately where we see markets heading through the end of 2022. No problem, we reply. We have just three questions. Where will the yield on 10-year U.S. Treasuries be at year end? Will current...

What is OAS? Am I eligible to receive it? What is the maximum amount I can get? How does OAS clawback work? Can I collect OAS when I live in another country?

Fidelity's analyst team completed the attached PDF referencing PM Mark Schmehl’s performance over the last 3 months. The case shows the performance of Fidelity Special Situations Fund (Mark’s first fund - April 2007 inception) showing the importance and...

Performance and Positioning: Very strong finish to 2021, up 1.02% in December, ranking in the top 10% of the category for that month This was largely due to sector and country allocation, especially driven by an overweight allocation to high-yield corporate...

We discuss the tug of war taking place between rising rates and earnings and the mixed bag of results from the tech sector.

Happy retirement Sherry! If real estate prices dropped 50% tomorrow.... it would bring us back to when? What's causing volatility in the US stock market?

A family trust can be used to carry out a prescribed rate loan income-splitting strategy to help reduce a family’s tax burden. If you’ve implemented this strategy, there are a number of tasks that may need to be completed by a certain date.