Journal

This issue includes tips to help maintain mental and physical well-being during the pandemic, questions and considerations that can help an investor establish their priorities and goals, an examination of how the new administration in Washington might...

The chaos unleashed in Washington has shaken us all. And yet the stock market was largely unfazed, in much the same way it’s shrugged off other challenges thrown its way of late. As the Democrats are about to gain full control of the reins of U.S. government...

Settling in for the long haul – A dark year is giving way to a brighter outlook as the calendar turns, and the Fed has made clear its accommodation will be a way of life for the economy and markets. We look at what’s behind the Fed’s thinking, the fiscal...

Global equity markets marched higher over the past week. Many are approaching the peaks reached at the beginning of the year. Some have even made new all-time highs.

President-elect Joe Biden will likely have to work with a Republican-controlled Senate when his administration takes over early next year, although runoff elections in Georgia in January could still deliver a majority to the Democrats. The extent to which...

Investors have turned their sights back to the coronavirus, where a two-sided story developed further this past week.

In case you missed our LIVE market update client event this week, enjoy the replay. For a copy of the presentation slides, please click here. "To appreciate the beauty of a snowflake it is necessary to stand out in the cold." ~ Aristotle

It was a week full of drama. Yet, the biggest surprise was not the U.S. elections. Rather, the unexpected collapse in volatility in the days that followed that spurred a sharp global equity market rally. This happened despite the uncertainty that still...

COVID update, Why we feel the situation today is sufficiently different than the winter and spring and our thoughts going forward.