HNW Blog

Equity markets have bounced back smartly in Q2. Technical analysis suggests a move higher into early-to-mid-Q3, but investors should watch the U.S. dollar, and more importantly, 30-year and 10-year U.S. Treasury yields.

As a grandparent or a new parent, you likely want to give your loved ones every advantage in life—especially when it comes to education. With post-secondary tuition costs steadily rising, planning early can make a world of difference. One of the most...

The U.S. equity market has taken investors on a bumpy roller coaster ride, leaving some of us queasy. We discuss what drove the rally, lingering risks, and the market’s potential from here.

U.S. government borrowing costs on longer-maturity debt have risen more quickly than on shorter-maturity debt since so-called reciprocal tariffs were announced. We discuss what drove that reaction and why the difference is likely to persist.

Questions regarding the Federal Reserve’s price stability and maximum employment mandates abound. We look at what investors should know at a time when there is a lack of clarity regarding the central bank’s next moves.

Running up debts to buy foreign goods is unsustainable in the long term. Identifying the problem is simple, but we see no easy or quick escape for the U.S. from the imbalances built up over the last four decades.

Canada’s intractable softwood lumber dispute with the U.S. has long cast a shadow over the country’s promising forestry sector. However, reimagining its potential, building a value-added industry, and seeking new markets could be the playbook that Canada...

Do you want to learn more about how we are using alternative assets to safeguard your financial plan and enhance your investment strategy? Join us for an insightful discussion on why alternatives matter in portfolio construction and how they can help...

Over the years, we have seen countless headlines, political rhetoric, and policy shifts that have shaped both economic outcomes and investor behavior in the equity market. These cycles often create uncertainty, lack of clarity, and, in many cases, outright...