Client Letter 2019 Q3

 Oct 08, 2019 |Jeffrey Wellwood
October 8, 2019 Dear client, I hope you had a great summer and have the opportunity to enjoy some pleasant fall weather as we head into the final few months of the year. I am writing to bring you up to date on some key market developments over the past...
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Client Letter 2019 Q2

 Aug 07, 2019 |Jeffrey Wellwood
Dear Investor, I hope this letter finds you well and enjoying some long-awaited summer weather. I am writing to provide details on how investment markets have performed in recent months and some perspective on some of the broad trends affecting your portfolio...
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The Wealthy Barber: Get an up-to-date will!

 Aug 05, 2019 |RBC Wealth Management

I continue to be amazed by, and distressed over, the number of otherwise-responsible people I deal with who don’t have an up-to-date will.

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Client Letter 2019 Q1

 Apr 10, 2019 |Jeffrey Wellwood
Dear Investor, Global capital markets reversed course after a notably difficult end to 2018, rebounding strongly to post mainly positive results for the first quarter of 2019. Equity markets appeared to be lifted by the prospect of easier monetary policy...
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2019 Federal Budget

 Apr 09, 2019 |Jeffrey Wellwood
2019 Federal Budget
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The Wealthy Barber on why a DIY approach for executors is often unwise

 Feb 20, 2019 |RBC Wealth Management

Being an executor is a huge responsibility and frequently involves a tremendous amount of time and stress. Why not get help? —David Chilton

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Client Letter 2018 Q4

 Jan 18, 2019 |Jeffrey Wellwood
January 2019 Dear investor, I would like to wish you and your family a happy new year. With this letter, I hope to provide you with a brief overview of how investment markets have performed over the past year, as well as some perspective for evaluating...
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Why The Wealthy Barber won’t act as executor for even his closest friends

 Dec 04, 2018 |RBC Wealth Management

I refuse to take on the executor role for even my closest friends’ wills. If you’re wondering why, you’ve probably never been an executor. —David Chilton

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Mid-Term Elections

 Nov 29, 2018 |Jeffrey Wellwood
Market Commentary – October 25, 2018 While much of the focus these days is on the coming US Mid-Term elections, I thought it would be interesting if we look back on market performance 12 months after past mid-term elections. While the past is no indication...
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Getting Past the Mid-Term Elections

 Nov 22, 2018 |Jeffrey Wellwood
Getting Past the Mid-Terms With the mid-term elections behind us, we can now focus on a more meaningful dialogue around the markets. After all, markets inherently do not like uncertainty. Using history as a guide, I thought it would be relevant to look...
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