Insights

S&P 500 rally: When a rising tide lifts some boats more than others

December 05, 2025 |Kelly Bogdanova

The rally in 2025 and throughout the longer bull market cycle has been uneven with the largest of large-cap stocks dominating. Key charts illustrate this phenomenon, and we discuss how to factor this into portfolio strategies.

Don't put all your eggs in one basket

October 24, 2025 |Hasnain Fancy

Markets move in cycles — sometimes calm, sometimes chaotic. The one principle that stands the test of time? Diversification. Why It Matters No single investment or sector performs well all the time. Diversification spreads risk — protecting your portfolio...

Redefining Your Value Proposition in the Age of AI

October 16, 2025 |Hasnain Fancy

Artificial Intelligence is no longer a future concept — it’s reshaping how businesses of all sizes operate, compete, and deliver value. For small business owners, this isn’t about replacing people with machines; it’s about using technology to enhance...

Preparing for Your Business Exit: Don’t Leave Money on the Table

October 03, 2025 |Hasnain Fancy

Exiting your business is one of the biggest financial decisions you’ll ever make. After years of building and growing, the way you plan your exit will directly impact how much of your hard work stays with you. Many business owners focus on the sale price...

Essential Lending Metrics for Business Owners and Controllers

September 24, 2025 |Hasnain Fancy

When reviewing credit requests, lending institutions focus on financial resilience, repayment ability, and management quality. Below are some key metrics and why they matter: 1. Cash Flow Coverage Metric: Debt Service Coverage Ratio (DSCR), comfort level...

5 Reasons Business Owners Should Build a Strong Relationship With Their Commercial Banker

September 17, 2025 |Hasnain Fancy

As a business owner, you already know that growth and success don’t happen in isolation. You rely on clients, employees, and partners who understand your goals and challenges. One relationship that often gets overlooked, but can be just as critical,

Why consider a Professional Business Valuation

September 12, 2025 |Hasnain Fancy

Whether you run a car dealership, a management consulting firm, a retail store, a tech company or a supply chain logistics business, understanding the true value of your business is essential.

Canada’s housing markets are slowly but unevenly getting busier

September 11, 2025 |Robert Hogue

There was further evidence of a recovery is taking hold in many housing markets across Canada in August, but local price trends still varied considerably with declines continuing in affordability-challenged areas where inventory has piled up. Early reports...

Move Today, Protect Tomorrow: Exercise and Alzheimer’s Risk

September 04, 2025 |Hasnain Fancy

Alzheimer’s disease is one of the greatest health challenges of our time. But here’s the hopeful truth: lifestyle choices today can help lower your risk tomorrow. And one of the most powerful choices you can make is simply to move.

A central bank at rest tends to stay at rest

August 05, 2025 |Thomas Garretson, CFA

The Federal Reserve held rates steady once again, but with the added wrinkle of a hawkish outlook—likely pushing back the timing of any rate cut even further.