Client Letter 2020 Q3

Sep 09, 2020 |Jeffrey Wellwood
Dear Client, I hope you and your family are well and have enjoyed the summer. Fall is approaching and the “new normal” continues as students head back to school, whether virtually or in person, and many people continue to work from home. Globally, the...
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Pro athletes: How to navigate short careers, long retirements

Sep 04, 2020 |RBC Wealth Management

It can be overwhelming to be on the receiving end of a financial windfall. What pro athletes need to know.

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Client Letter 2019 Q4

Jan 13, 2020 |Jeffrey Wellwood
January 10, 2020 Dear Client, Welcome to a new year and a new decade. In this letter, I would like to provide you with a brief overview of some key investment market developments over the past quarter and for 2019 as a whole, as well as some insight into...
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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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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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Getting Past the Mid-Term Elections

Nov 23, 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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