Journal

As the year comes to a close, we want to thank you for your trust and for the privilege of supporting you and your family’s success. We recorded a short, heartfelt holiday message to share our appreciation and to wish you and your family well as we head...

Another rate cut from the Federal Reserve this week has taken U.S. interest rates into a new era where we think every rate cut not only means that policy gets easier, but risks becoming too easy, all while the decisions only get harder.

How one investment sparked a holiday tradition in Kelowna

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.

After three consecutive years of strong gains for most equity markets, nothing historically rules out a fourth.

Key themes have the potential to shape economic developments and drive certain sectors for decades to come.

The longstanding relationship between the U.S. and Europe is changing, with deep consequences for the euro area and its economy. We look into the impact of this metamorphosis on the corporate sector and discuss the related investment opportunities.

Join Us for the 2025 Parade with a Purpose There’s something truly magical about the holidays — the lights, the laughter, and the joy of coming together as a community. This year, we’re thrilled to add an extra spark of excitement to Kelowna’s beloved...

Long-term economic trends have left the U.S. economy increasingly reliant on spending by upper-income households. We unpack the potential implications for economic stability and Federal Reserve policymaking.